- A family charter is a document that describes the values, vision, mission, roles, and responsibilities of family members. It should also contain sections on the charter's purpose, how it'll change throughout the generations, and which members have decision-making capabilities. Lastly, a family charter should detail members' accountability, participation, and, most importantly, transparency.
- Look past the tangible aspects of financial planning and become genuinely involved in the overall well-being of future generations. It's this new perspective that allows a family's wealth to take a giant leap toward long-term sustainability. Explore the "dimensions of wealth"—financial, human, family, structural, societal—as a means to clarify the values, ideas, and traits your family wants to pass along to future generations.
- Retirement planning
- Estate planning
- Tax planning
- Charitable giving
- Business succession planning
This document is for educational purposes only and should not be construed as legal or tax advice. One should consult a legal or tax professional regarding their own personal situation. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products offered by an insurance company. They do not refer in any way to securities or investment advisory products Insurance policy applications are vetted through an underwriting process set forth by the issuing insurance company. Some applications may not be accepted based upon adverse underwriting results. Death benefit payouts are based upon the claims paying ability of the issuing insurance company. The firm providing this document is not affiliated with the Social Security Administration or any other government entity.
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