Mr. Sample
About
1st Generation wealth
10 years since Wealth Creation Event
Family Company
Family
Operating Company Inc.
Children Involved?
Legacy
Sell?
When?
How?
To Whom?
Highest Bidder?
Children
Financial Independence
Wishes
Get rid of my paranoia "Is my $$ still there?"
Fears
"The Markets"
Madoff
Financial Crisis
Inflation
Children
John Sample - Rehab
Children
John - 18yrs
Jill - 21yrs
Finances
Gifting
How Much?
When?
Questions
What is the point of it all?
What is it all for?
Partner/Spouse
Family
Children
Wife - Jane 48yrs
Educate
Obligation
Dreams
Sail Around the World
Live Half Time Buenos Aires
Ensure Affordable Education future generations
Live to see my great grandchildren
Social Capital
Legacy
Children
Future Generations
Philanthropy
Scient Center Board
Livestrong Platinum Donor
Questions?
DAF
Foundation