Wealth Planning Assessment

Does your family have a mission statement defining the overall purpose for the families wealth?

Yes

No

Does the family participate in decisions about wealth and mission?

Yes

No

Is there a planned strategy in place for the next generation to participate in managing the families wealth?

Yes

No

Does the next generations know the role they play in the families wealth?

Yes

No

Has the families estate strategy and documents been reviewed in the last 12 months?

Yes

No

Are younger family members encouraged to participate in the management of family wealth?

Yes

No

Would you like to speak to someone in regards to your Wealth Transition Plan?

Yes

No

Would you like to schedule an free consultation?

Yes