View our wide range of services:
- Coaching (internal system)
- Coaching to prepare family leaders to transition wealth, management and responsibilities
- Coaching to prepare heirs to receive wealth, appropriate responsibility, values, and understanding of familial expectations.
- Creation of a “Family Constitution” a plan to successfully transfer wealth and values
- Family Leaders
- Heir Preparedness
- Responsibilities
- Wealth Transitions
- Expectations
- Management
- Value system
- Core of business/family/closely held business
- Traditions
- Beliefs
- Wishes
- Philanthropy (Family Foundations)
- Business Succession/Exit Plan
Contact us for a FREE one hour consultation in person or via telephone 619-955-7422 or LegacyPlanner@gmail.com