Everyone wants their heirs to have fond memories of them and to be hugging each other when their time on Earth is done. Helping your family engage in generational planning and teaching them how philanthropy benefits everyone is the key to making this a reality. 

Some issues involving generational planning can be challenging, and may require the services of outside professionals. We help your family improve lines of communication, develop your heirs’ financial literacy, and model the leadership and decision-making skills for the following generations.

Philanthropy ties in closely with your values and estate plans. Many families find that their heirs can learn about the tangible and intangible benefits of giving by developing leadership skills in their private foundation.

Let’s review how these concepts tie in with Comprehensive Planning and Wealth Management. Click Here to continue the journey around the Convergent Virtual Multi-Family Office Path of Needs.