Financial, Structural, Family, Societal, Human & Spiritual
Our holistic approach integrates the Financial, Structural, Family, Societal, Human and Spiritual aspects of your planning. Communication is at the core of every one of our processes and phases. As you add more personal and professional connections over the years, communication becomes both increasingly difficult and important among those you rely on.
Family Wealth Transition
Transition Definition: undergo, or cause to undergo, a process or period of change.
Succession Definition: the act of getting a title; period after the person who possessed the title before you has died or is no longer able, willing, or allowed to possess it.
Estate planning and business succession has long been viewed as the most important element of moving family capital to the next generation. However, we have experienced and believe the most important element is the process of transition. We start with your 'Why' and take you and your family through an intentional process that will create the foundation for generations.
Family Capital Education & Stewardship Coaching
Ownership of assets does not inherently bring ownership of responsibility and stewardship. Nor does a percentage define a role.
We work with your family to develop an understanding of the family's shared values, a strategic plan and implementing an action plan for the family's wealth. Our educational wealth management programs are age appropriate for your family and are designed to provide the family and succeeding generations with competence, confidence and empowerment to stand on the shoulders of the generation before them.
Family Business & Shared Capital
How do your values relate to the principles guiding the operation of the business or wealth?
Heir Preparation: How can these values be preserved and taught to future generations in the business, wealth and in the family?
Who in the family should be allowed or encouraged to participate in the business or shared capital? What qualifications should be set for family members who wish to enter the business?
Should we develop a code of conduct for family members in the business and shared capital?
What are the rights, privileges, responsibilities, and roles of inactive family shareholders?
Your Family Constitution will address the above questions and many more.
— FAMILY & BUSINESS ELEMENTS —
Interested in Developing a Family Constitution?
Contact Agatha Johnson today to learn more about how to get started.