FAMILY ALIGNMENT
Strengthen our legacy by identifying shared vision & values
Your family is your biggest legacy. How can we proactively strengthen relationships through the generations?
One of the most valuable exercises families complete is sharing their history and aligning their values. Families appreciate being proactive and deliberate about creating their legacy.
- Determine what anchors us as a family
- Verify our desired legacy
- Share and articulate our family values
- Create alignment on our long- term vision
- Proactively plan shared experiences
- Determine family heirlooms and record our history
- Align a family driven philanthropic vision across generations
What are your key opportunities & challenges?
Download the Opportunities & Concerns checklist to identify areas we can help your family business.