Heritage is the DNA of Your Family Business

Heritage will never show up your family business's balance sheet, but it is one of your richest assets. It is complex, beautiful and completely irreplaceable because it is utterly unique to your family business. Your family history and ancestry, your family values about wealth, your traditions, rituals and stories passed down through the generations all live in the heritage of your family business. But heritage is not merely about the past.

UNWRAPPING THE HERITAGE OF YOUR FAMILY BUSINESS.

Understanding and articulating the heritage of your family business goes a long way toward mapping out your values and vision for the future. It helps identify how you'd like to see those vital traits of your business perpetuated by the generations that follow. Exploring heritage is an important part of the work we do with family businesses. It is one of the enjoyable products of the union of family and business.

You have every right to be proud of the business you and your family have built over the years. We can help you recognize the heritage of your family business with our exclusive Wealth Care Management^sm and Vision for Success^tm. Contact us today by Email, call us at 612.375.0640, or fill out our contact form.

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Ownership PlanningThrough Family Philanthropy and Service Wealth Enriches Your LifeThe family, business and community all benefit from acts of philanthropy and service. Family philanthropy and service allow you to express your values in meaningful and tangible ways.The Successful Family Business is Both a Successful Family and a Successful BusinessThe leader of a successful family business has to answer two questions that the leader of a publicly held company doesn't have answerHeritage is the DNA of Your Family BusinessHeritage will never show up your family business's balance sheet, but it is one of your richest assets.Where Does Your Family StandYour family values live in your family business. This business legacy contains powerful emotional forces like belief, fear, control and acceptance. Under the stress of change, especially succession, those forces become even more evident-and perhaps conflicting.Family Wealth ManagementAn important part of wealth management is often overshadowed by the amalgamation of wills, taxes, trusts and investments that make up the financial side. The often-neglected side of wealth management is its emotional side. The emotional side of wealth management requires managing the impact wealth has on family relationships.Attuned to the Importance of Wealth PreservationWealth preservation is important for your family-owned business because it impacts both the family and the business. Protecting economic security benefits both the business and personal relationships. For family businesses, particularly those preparing for a transition in management, wealth preservation is a top priority.The Richness of Your Family Legacy Articulated and PreservedYour legacy weaves together the spectrum of values, emotions, relationships, and personalities found in a family with the ambitions, struggles and successes of business. Have you ever looked at your unique tapestry?Fine Tuning Your LegacyI would suggest that legacy is both financial and non-financial. I have come to look at legacy as your gift to the future to help others find their own success.