A Family Enterprise combines a family’s human, intellectual and monetary capital to create an operational structure that preserves and grows multi-generational wealth while bringing the family closer together. When conceptualizing one’s assets as an enterprise, families begin to understand the power their resources can have in shaping their lifestyle, the personal development of their heirs, and their community at large. When implementing Heritage Design into the family fabric, you give purpose to your family’s wealth, while passing on your values, life’s lessons, standing in the community, and ethics on to generations to come.
Unlike traditional wealth management organizations, where advisors are legally obligated to provide advice that is in the best interest of their employer, a Family Enterprise has employees who work directly for the family. Their obligation is to provide intelligent advice and offer objective information that enables the family’s decision-makers to make wellinformed decisions consistent with their best interests. A well-structured Family Enterprise acts in tandem with Heritage Design as the glue to create lasting, generational wealth, while perpetuating the family name and its unity. Many families believe the foundation for a multi-generational family dynasty is built not only upon the family’s asset base, but, on the value of their reputation and family unity.
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