Up for the challenge of a family imagineer?

  • What educational, business, philanthropic, social objectives would you like to support?
  • Future generations mentored as stewards, say, rather then simply gifting and hope for the best?
  • How important to inoculate against the lurking virus of entitlement?
  • How important is it to maintain wealth within bloodlines?
  • What continuity planning would assist with multi-generational planning?
  • Rich continuous family tapestry connecting past to future or birth/death bookend?
  • How do you imagine your Financial capital (F) will allow your family to enjoy Intellectual, Social, Spiritual and Human pursuits now and into the future?