Family Development - The Missing Piece in the Plan

Family Development:

Heirs in the News...

Today's objecTives

• Create Awareness
• Increase Client Loyalty
• How to Talk About It

What is the purpose of

To enhance the journey of happiness for each individual member of the family

30% Retain for 2 Generations

10% Retain for 3 Generations

What are the three main

Causes of failure

• 60% - Poor Communication & Trust
• 25% - Unprepared Heirs
• 10% - No Mission/Vision

Preservation of long-term

Discussion

• Could they be avoided?
• How would you avoid them?
• Why not avoided?

The future of estate planning

• Family Development is the missing link
• Preparing Assets
• Preparing Heirs

Financial Planning-Prepares Wealth for You

Estate Planning-Prepares Wealth for Your Family

Family Development-Prepares Your Family for Your Wealth

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