• Each member of the family will understand the values that distinguish their family and will expand the family focus to recognize and preserve the significant true wealth that is already present.
  
  
• Family members will have a healthy respect for financial resources and the opportunities and responsibilities that come with them.
  
  
• The Heritage Group will be a facilitator to help the family understand, adapt and implement professional advice that fits the family’s goals and objectives. The cost of professional time will be managed effectively.
  
  
• There will be structures in place to preserve and protect the true wealth of the family and encourage its continued application to the defined objectives of the family.
  
  
• The family will have educated its members and provided the tools that are essential to protect and transfer family assets and the true wealth of a family to second and successive generations.
  
  
• The family will have thought through its inter-generational issues before a crisis arises. The Heritage Group offers education and preparation tools that are essential to protect and transfer value effectively to second and successive generations.
  
  
• Key contributors to and leaders in the various components of the family’s value will be identified and developed.
  

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