stron legacy planning
S T R O N G
LEGACY PLANNING

the Heritage Process
 

Home

About

Services

Contact

Elizabeth Strong, MBA, CFP
Strong Legacy Planning
(415) 442-8324

 

 

Heritage Planning
 
  • Assistance with the Heritage Process - using "guided discovery" to assist families with preparation for an inheritance.
  • Helps families communicate about values, traditions and what is important about their family that is not related to their money or wealth.
  • Creates family unity and a better chance of retention of your family business or assets.
  • Results in the creation of a Heritage Statement and Family Council for children to practice working together before their parents pass on.
  • Helps children practice investing together and making group decision to learn team work.
  • Attempts to help families create a charitable purpose that unites them with a common mission and gives all family members a role in the family council.

the Heritage Process

 
<<<      >>>
 
 
Financial planning for families and business owners.

www.StrongLegacyPlanning.com
© 2017 Strong Legacy Planning ~ All Rights Reserved
Website: AmericanChamberOfEcommerce.com