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Our Ideal Client Family
- Is committed to stewarding the family for generations to come (7th-Generation thinking)
- Recognizes that the greatest assets of a family are its members
- Recognizes the need for a family leadership succession plan
- Is willing to learn enhanced communication skills
- Is willing to be emotionally responsible for their part in restoring wounded relationships within the family system
- Recognizes the potential for unintended negative outcomes from passing financial wealth to unprepared beneficiaries
- Has a net worth of $10M+
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