Cards are nice...
There are many ways to tell someone you care. Some are simple, like a card, a box of chocolates, flowers - you know the drill. But then there are other ways to show someone that you really care. And they aren't what people typically think.Here are a few ways we see our clients showing that they care:
They make sure they're in a productive conversation about wealth with their family, long before it transfers
They share their aspirations and the thinking behind them for how their legacy will be stewarded into the future
They ensure that their children know the family's advisors
They put measures in place to protect their family when they pass away
They share the wealth, and not just the cash - the know how, values and thinking that produced it
They don't play tactically, the operate strategically ( that means having a vision for the future, clear goals, and a clear plan to get there)
They give to what matters to them, and involve their family in the experience.
Family wealth isn't just about the money, it's about what truly gives the feeling of wealth - inclusiveness, relationships, clarity, and confidence are just a few of your real assets. Savour them and each other on Valentines Day.
