作者：Matt Stevenson 11 年以前
273
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.
開啟
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
