Kategorien: Alle - wealth - legacy - education - children

von Matt Stevenson Vor 11 Jahren

263

Mr. Sample

A person who has accumulated significant wealth is grappling with the broader implications of their fortune. Central to their concerns are questions about the purpose and impact of their wealth, particularly in relation to their family and future generations.

Mr. Sample

Mr. Sample

Social Capital

Philanthropy
Questions?

Foundation

DAF

Livestrong Platinum Donor
Scient Center Board
Future Generations

Dreams

Live to see my great grandchildren
Ensure Affordable Education future generations
Live Half Time Buenos Aires
Sail Around the World

Partner/Spouse

Lots of goals

Obligation
Wife - Jane 48yrs
Educate

Questions

What is it all for?
What is the point of it all?
Gifting
How Much?
Finances
Jill - 21yrs
John - 18yrs

Fears

John Sample - Rehab
"The Markets"
Inflation
Financial Crisis
Madoff

Financial Independence

Wishes
Get rid of my paranoia "Is my $$ still there?"

Operating Company Inc.

Sell?
To Whom?

Children

Highest Bidder?

How?
When?
Legacy
Children Involved?

About

Family
1st Generation wealth
Family Company
10 years since Wealth Creation Event