Heritage Planning Pt. 7: Fostering Healthy Family Dynamics
In the seventh column exploring the concepts of heritage planning, how an advisor can foster healthy and productive family dynamics.
Heritage Planning Pt. 6, Enhancing Multi-Generation Communication
A key part of the family governance process: holding a family event called Heritage Day.
Heritage Planning Pt. 4: Creating a Family Story and Legacy
For your consideration: the process of creating a family’s living chronicle for the client and the client's family—a heritage statement