Family Wealth Management is not just about dealing with the money. It is also about family purpose, passing down the values, creating a legacy and importantly a great family Quality Life based on healthy relationships. Sounds routine enough, but it’s not easy. To be successful, very experienced and non-biased family facilitators are needed.
Some of our leading Wealth Mentors who have been using the Financial DNA systems for years have mastered the ability to guide families in addressing the unique blend of:
- Relationship continuity (the priority)
- Values continuity (the priority)
- Business continuity
- Financial continuity
- Philanthropic continuity
One of our Master Wealth Mentors is Mike Beduze who has developed a series of family mentoring and development programs and tools under the Da Vinci Global Consulting brand. To learn more, click on the following link: