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SHORT TERM |
Step 3: Prioritize. We take great care and time on this step in the process. Many times this open dialogue leads to a revisiting of steps 1 & 2. It goes without saying the output from this step drives the rest of the process flow. |
FAMILY NEED |
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LONG TERM |
Within this meeting the definition of the family legacy starts to come into focus. The priorities as defined by the family are the building blocks to the eventual governance document including the investment philosophy statement, policy statement and the family office mission statement. |
LEGACY DREAM |
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