This multi-generational management process engages the same four stages of
the Wealth Coaching process but expands them to incorporate greater complexity.
Legacy planning for your children and grandchildren as well as charitable strategies
for the community-minded are essential parts of this process.
Research shows that as constructive family values endure, so do family
financial resources. An effective tool to identify and record these values
is our Family Financial Philosophy document.
With Advanced Wealth Coaching, Trinity frequently becomes the family advocate
through our coordination of the advice, activities, philosophies, and documentation
of the family and its professional advisors.
If Family Governance appropriate, then family leaders must first complete
this Advanced Wealth Coaching phase.
