“May your choices reflect your hopes, not your fears.” – Nelson Mandela

Empower your family to stay and become the guardians of a generational legacy story.
Successful families recognize that bold design is the key to making things happen.

Here are eight things that families and advisors can consider:

Co-create a vision for the family.

Identify and understand shared values.

Learn about the importance of a family charter or other solutions that work for a family.

Develop and analyze a family balance sheet.

Actively keep the family strategy updated.

Ensure the family has an advisory team that includes diverse professionals.

Create a guiding legacy document for the family.

Map the stakeholder network.