Home   |   Site Map   |   Contact Us Estates of $10+ Comprehensive Values-Based Legacy Plan A comprehensive legacy plan begins with the identification of a family's values and the definition of the legacy it hopes to pass on. Those goals then form the basis of all further planning. EPIC Wealth Advisors always begins with PHASEONE™. Based on the results of those discussions continuing work will address the issues that are important to each individual family: Comprehensive Values-Based Legacy Plan FAMILY GOALS AND GOVERNANCE FAMILY WEALTH MANAGEMENT AND STEWARDSHIP INTERGENERATIONAL PLANNING BALANCING FAMILY AND BUSINESS ISSUES Legacy statement Intergenerational goals Social goals Financial goals Family governance and communications plan Family meetings Asset management Asset protection Financial education Social uses of wealth Fiduciary responsibilities Estate and wealth transfer planning Family educational plans and expectations Leadership opportunities and education Social responsibility/ foundation management Business succession Defining separate roles and goals for family and business Creating separate governance structures Structuring relationships among owners, managers, and other family members Ongoing plan for education, communication and participation   Steps in the Process: PHASEONE™ retreat Review legacy objectives and priorities Prioritize and sequence planning steps Being implementation using legal, financial, and other advisory specialists as appropriate Review progress as implementation proceeds and make adjustments as necessary Contact us for more information.
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