There is no ‘one size fits all’ process; each family is unique, and so the level of involvement and the steps taken are unique as well.
We begin by reviewing the key areas of traditional planning that include estate planning, wealth management, tax planning and philanthropic planning evaluating what has been done and asking key questions related to why certain choices were made.
Individual interviews are a key part of a process of guided discovery with first the elders and then the whole family. Questions around their family heritage and hopes for the future, strengths, challenges, and what they care about.
This guided discovery leads to a customized process which typically includes family meetings and retreats, a family vision statement and documents that direct how the vision will be implemented.