Client Success Stories
Values Clarification and Family Giving
Client: Multi-generational wealthy family
Challenge: Values differences and communications breakdowns make it impossible to agree on charitable giving criteria or goals.
- Action: Clarify family and individual values.
- Why: To determine what’s important to individuals and to communicate those beliefs to others.
- Action: Define what kind of legacy family members want to leave.
- Why: Clarifying what’s important allows individuals to develop goals which include their values, their money and their time.
- Action: Educate the children about family values and involve them in the establishment of the legacy.
- Why: Expectations must be clear in order for family values to pass from generation to generation.
Result: All family members were involved in establishing a clear legacy. The family meets regularly to discuss issues and options and strategize and charitable giving.