Heritage Planning

Heritage Planning is a process to prepare our family for their inheritance. No, it’s not about the money! It’s actually a process to engage our next generation in adopting a code of values, ethics and developing family philanthropy goals. This process incorporates a Family Council and a Family Bank.

For more information, see “A Tale of Two Families.” Or please contact us for a copy of “Beating the Midas Curse” by Cochell & Zeeb.

We maintain a network of specialists who work in this area. Please contact us for a referral.