Purpose
“True happiness is not attained through self gratification, but through fidelity to a worthy purpose.” -HKeller
Discovering your family purpose regarding wealth is the ‘easy’ part. The hard part is keeping it with you on a daily basis and working on yourself, and collectively as a family to the transformation point where you become that purpose.
Teddy Roosevelt once said, “In any moment of decision, the best thing you can do is the right thing, the next best thing is the wrong thing, and the worst thing you can do is nothing.”
Engaged Legacies™ experts cover a wide and deep range of family dynamics specialties and we love helping individuals and families turn their passion and purpose into successful actions that create high impact results for the long term.
Once you’ve passionately defined your purpose and identified individual and family goals and projects based on that purpose, you will discover life moving in a very pleasant direction. You may have been traveling down your current path for years, and with our guidance you can confidently set a whole new course. It’s possible that almost every part of your life will transform -your health habits, social relationships, work and career, and even your recreation and relaxation habits.
Managing many major life transitions and especially end of life succession issues is stressful. The Engaged Legacies™ process confidently prepares your heirs for a smooth transfer of business assets and dynamic ownership through age appropriate education. Our experts help our clients build enjoyable family traditions that prepare heirs for their wealth enhanced responsibility years before an end of life parental crisis. Our family dynamics experts insure that family governance has flexibility built in accommodating the next generation’s ideas as well as future competitive market realities.
For families who decide to seek a near term business exit, we guide the process in collaboration with your trusted advisors. Subsequently we are asked to continue our relationship delivering philanthropic advisory guidance that honors the dreams of business founders to endow family unity and ongoing next generation Engaged Legacies.™
Our global experience working on the causes that philanthropists today care deeply about enables us to apply rigorous business principles when creating and managing new foundations or donor advised funds, implementing grant-making strategies, effective portfolio management, and nonprofit evaluations.
Engaged Legacies™ comprehensive approach to high impact philanthropy delivers results and guides family members of all ages in the most effective methods that make a measurable difference.
