Is it strictly investments and other material assets? In considering the full wealth of your family, would you include family values and relationships?
Estate planning usually brings to mind transferring financial wealth to family, loved ones, and beloved charities. Transferring the wealth of family values may be more complex, and ultimately more important. It may be that your estate planning can actually enhance the transfer of your wealth of family values through philanthropy.
Family wealth… financial assets, relationships, and family values… is an intricate matter and the subject of a wonderful book: Wealth in Families. We would be delighted to send you a copy of this thought-provoking book with our compliments. It is a quick read and many say it offers perspectives they had never considered before.
For your copy of Wealth in Families, click here and we will forward the book to you without obligation.
"I have read many books on estate planning and this is by far the best. One of Georgetown's hallmarks is a values-based education with a moral compass for life. This book is about estate planning that includes passing our moral compass to our heirs." — Arthur Calcagnini, C'54, member of the Georgetown Board of Directors
For more information, please contact Stephen Link, Director of Gift Planning, at 202-687-3697, 800-347-8067 or SPL8@georgetown.edu.
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For such advice, please consult an attorney, tax professional or investment professional.