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Family,

Future, Faith

The Center for Family Conversations (CFC) guides families in building relational, financial, and spiritual assets.

 

Enrich

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unHeritage – 11 Pitfalls to Family Legacy and How to Avoid Them

Discover how to avoid being in the 90% of wealthy families whose future generations lose everything. It’s not as complicated as you might think to create a healthy 100-plus-year legacy.

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Plan

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Helping families share their unique story with current and future generations.

The Family Legacy Plan consists of three elements, each of which helps build a solid Family Brand Equity:

  • Family story

  • Family’s spiritual- or faith-based position

  • Family’s relational assets (virtues and values)

 

Process

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Coaching families through the Family Brand Equity process, one step at a time.

The Family Brand Equity process consists of four areas:

  • Uncovering Family Brand Equity—exploring the family story, philosophy, and spiritual position; establishing a family mission statement; and verifying the current estate plan

  • Empowerment—linking virtues, values, and principles; promoting joys through generosity; and creating a new financial platform

  • Implementation—linking vision to goals/strategies, aligning family members, and identifying financial administrative needs

  • Administration—monitoring family governance and financials, updating the legacy plan, and exercising the teaching of virtues, values, and principles

Education

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Training families on how to promote values for years to come.

A variety of tools are available to you as you embark on your path:

  • Advocacy—a group of advisors from a wide assortment of specialty areas are available to guide you

  • Literature—unHeritage – 11 Pitfalls to Family Legacy and How to Avoid Them examines the importance of cultivating values for future generations as it relates to legacy planning