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	<title>Strategic Inheritance &#187; family meeting</title>
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	<description>Maximize Your Legacy</description>
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<title>Strategic Inheritance</title>
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		<item>
		<title>Training the next generation for generosity</title>
		<link>http://www.strategicinheritance.com/blog/purpose/training-the-next-generation-for-generosity/</link>
		<comments>http://www.strategicinheritance.com/blog/purpose/training-the-next-generation-for-generosity/#comments</comments>
		<pubDate>Wed, 04 Nov 2009 04:13:24 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[family governance]]></category>
		<category><![CDATA[family meeting]]></category>
		<category><![CDATA[family relationships]]></category>
		<category><![CDATA[goals]]></category>
		<category><![CDATA[legacy planning]]></category>
		<category><![CDATA[purpose]]></category>
		<category><![CDATA[success]]></category>
		<category><![CDATA[values]]></category>
		<category><![CDATA[generosity]]></category>
		<category><![CDATA[giving]]></category>
		<category><![CDATA[legacy]]></category>
		<category><![CDATA[training]]></category>

		<guid isPermaLink="false">http://www.strategicinheritance.com/blog/?p=881</guid>
		<description><![CDATA[I had the privilege of attending the first FoundationWiseSM conference at Focus on the Family the week before last. FoundationWiseSM is meant to help people who &#8220;own&#8221; and operate private foundations to do a better job. As I looked at the various workshops available for participants, it seemed to me that there were to primary [...]]]></description>
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		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Family Meeting Invitation</title>
		<link>http://www.strategicinheritance.com/blog/kids/family-meeting-invitation/</link>
		<comments>http://www.strategicinheritance.com/blog/kids/family-meeting-invitation/#comments</comments>
		<pubDate>Wed, 03 Dec 2008 23:11:09 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[family governance]]></category>
		<category><![CDATA[family meeting]]></category>
		<category><![CDATA[family relationships]]></category>
		<category><![CDATA[kids]]></category>
		<category><![CDATA[family meeting preparation]]></category>
		<category><![CDATA[setting up a family meeting]]></category>

		<guid isPermaLink="false">http://www.strategicinheritance.com/blog/?p=411</guid>
		<description><![CDATA[You might wish a family meeting could simply &#8220;happen.&#8221; No preparation. Let me assure you: that&#8217;s a highly unlikely scenario. So how do you prepare? Here&#8217;s what I did in preparation for our family&#8217;s first meetings this past week. ***** Beginning in 2006, when we realized all the kids were grown up, they were beginning [...]]]></description>
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		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Four asset classes for the growth of true wealth</title>
		<link>http://www.strategicinheritance.com/blog/legacy/four-asset-classes-for-the-growth-of-true-wealth/</link>
		<comments>http://www.strategicinheritance.com/blog/legacy/four-asset-classes-for-the-growth-of-true-wealth/#comments</comments>
		<pubDate>Sat, 15 Nov 2008 11:40:26 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[family governance]]></category>
		<category><![CDATA[family meeting]]></category>
		<category><![CDATA[family relationships]]></category>
		<category><![CDATA[heritage]]></category>
		<category><![CDATA[investment]]></category>
		<category><![CDATA[legacy]]></category>
		<category><![CDATA[resources]]></category>
		<category><![CDATA[structures]]></category>
		<category><![CDATA[wealth]]></category>
		<category><![CDATA[human capital]]></category>
		<category><![CDATA[intellectual capital]]></category>
		<category><![CDATA[non-financial assets]]></category>
		<category><![CDATA[non-financial capital]]></category>
		<category><![CDATA[social capital]]></category>
		<category><![CDATA[spiritual capital]]></category>

		<guid isPermaLink="false">http://www.strategicinheritance.com/blog/?p=369</guid>
		<description><![CDATA[Charles W. Collier, in Wealth in Families, expands on the theme urged by James E. Hughes, Jr. to which I&#8217;ve alluded in the past&#8211;the idea that, as Collier quotes Hughes (perhaps from a personal interview; I have been unable to find these exact words in either of Hughes&#8217; books themselves): &#8220;A family&#8217;s duty is to [...]]]></description>
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		<slash:comments>1</slash:comments>
		</item>
		<item>
		<title>200-Year Plan &#8211; How to construct a plan &#8211; 2</title>
		<link>http://www.strategicinheritance.com/blog/estate-planning/200-year-plan-how-to-construct-a-plan-2/</link>
		<comments>http://www.strategicinheritance.com/blog/estate-planning/200-year-plan-how-to-construct-a-plan-2/#comments</comments>
		<pubDate>Thu, 06 Nov 2008 21:16:07 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[estate planning]]></category>
		<category><![CDATA[family governance]]></category>
		<category><![CDATA[family meeting]]></category>
		<category><![CDATA[family relationships]]></category>
		<category><![CDATA[heritage]]></category>
		<category><![CDATA[inheritance]]></category>
		<category><![CDATA[kids]]></category>
		<category><![CDATA[legacy]]></category>
		<category><![CDATA[legacy planning]]></category>
		<category><![CDATA[mentorship]]></category>
		<category><![CDATA[success]]></category>
		<category><![CDATA[200-year plan]]></category>
		<category><![CDATA[goals]]></category>

		<guid isPermaLink="false">http://www.strategicinheritance.com/blog/?p=323</guid>
		<description><![CDATA[ADDENDUM as of 2/5/09: While I am still excited about the materials I discuss in this post, it is with great sadness that I feel compelled to note I have discovered there are reasons for caution with respect to the sources referenced herein. With respect to Vision Forum Ministries, I call your attention to the [...]]]></description>
		<wfw:commentRss>http://www.strategicinheritance.com/blog/estate-planning/200-year-plan-how-to-construct-a-plan-2/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>200-Year Plan &#8211; How to construct a plan &#8211; 1a</title>
		<link>http://www.strategicinheritance.com/blog/kids/200-year-plan-how-to-construct-a-plan-1a/</link>
		<comments>http://www.strategicinheritance.com/blog/kids/200-year-plan-how-to-construct-a-plan-1a/#comments</comments>
		<pubDate>Thu, 30 Oct 2008 18:40:31 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[family governance]]></category>
		<category><![CDATA[family meeting]]></category>
		<category><![CDATA[family relationships]]></category>
		<category><![CDATA[heritage]]></category>
		<category><![CDATA[inheritance]]></category>
		<category><![CDATA[kids]]></category>
		<category><![CDATA[legacy]]></category>
		<category><![CDATA[legacy planning]]></category>
		<category><![CDATA[200-year plan]]></category>
		<category><![CDATA[fear]]></category>
		<category><![CDATA[legacy plan]]></category>
		<category><![CDATA[legacy plan documents]]></category>
		<category><![CDATA[legacy planning process]]></category>
		<category><![CDATA[legacy strategy]]></category>
		<category><![CDATA[opposition]]></category>
		<category><![CDATA[Patriarchy movement]]></category>
		<category><![CDATA[Vision Forum]]></category>

		<guid isPermaLink="false">http://www.strategicinheritance.com/blog/?p=325</guid>
		<description><![CDATA[ADDENDUM as of 2/5/09: While I am still excited about the materials I discuss in this post, it is with great sadness that I feel compelled to note I have discovered there are reasons for caution with respect to the sources referenced herein. [Indeed, though I don't think our daughter, who is mentioned in this [...]]]></description>
		<wfw:commentRss>http://www.strategicinheritance.com/blog/kids/200-year-plan-how-to-construct-a-plan-1a/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>200-Year Plan &#8211; How to construct a plan &#8211; 1</title>
		<link>http://www.strategicinheritance.com/blog/kids/200-year-plan-how-to-construct-a-plan-1/</link>
		<comments>http://www.strategicinheritance.com/blog/kids/200-year-plan-how-to-construct-a-plan-1/#comments</comments>
		<pubDate>Wed, 29 Oct 2008 15:07:44 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[family governance]]></category>
		<category><![CDATA[family meeting]]></category>
		<category><![CDATA[family relationships]]></category>
		<category><![CDATA[heritage]]></category>
		<category><![CDATA[inheritance]]></category>
		<category><![CDATA[kids]]></category>
		<category><![CDATA[legacy]]></category>
		<category><![CDATA[legacy planning]]></category>
		<category><![CDATA[200-year plan]]></category>
		<category><![CDATA[legacy plan]]></category>
		<category><![CDATA[legacy plan documents]]></category>
		<category><![CDATA[legacy planning process]]></category>
		<category><![CDATA[legacy strategy]]></category>

		<guid isPermaLink="false">http://www.strategicinheritance.com/blog/?p=256</guid>
		<description><![CDATA[ADDENDUM as of 2/5/09: While I am still excited about the materials I discuss in this post, it is with great sadness that I feel compelled to note I have discovered there are reasons for caution with respect to the sources referenced herein. With respect to Vision Forum Ministries, I call your attention to the [...]]]></description>
		<wfw:commentRss>http://www.strategicinheritance.com/blog/kids/200-year-plan-how-to-construct-a-plan-1/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Giving policy statement</title>
		<link>http://www.strategicinheritance.com/blog/estate-planning/giving-policy-statement/</link>
		<comments>http://www.strategicinheritance.com/blog/estate-planning/giving-policy-statement/#comments</comments>
		<pubDate>Mon, 08 Sep 2008 17:37:08 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[charity]]></category>
		<category><![CDATA[estate planning]]></category>
		<category><![CDATA[family meeting]]></category>
		<category><![CDATA[giving]]></category>
		<category><![CDATA[legacy planning]]></category>
		<category><![CDATA[charitable giving]]></category>
		<category><![CDATA[giving policy]]></category>
		<category><![CDATA[maximizing charitable efficiency]]></category>
		<category><![CDATA[purpose]]></category>

		<guid isPermaLink="false">http://www.strategicinheritance.com/blog/?p=211</guid>
		<description><![CDATA[As I noted last week, I wrote an official Holzmann Family Foundation Gifting Criteria document and presented it at our family meeting last Thursday. It was received rather well, all things considered. Our legacy planner, who has been in the business for over 15 years, said, &#8220;This is the best family foundation gifting policy document [...]]]></description>
		<wfw:commentRss>http://www.strategicinheritance.com/blog/estate-planning/giving-policy-statement/feed/</wfw:commentRss>
		<slash:comments>2</slash:comments>
		</item>
		<item>
		<title>Family foundation giving policy</title>
		<link>http://www.strategicinheritance.com/blog/estate-planning/family-foundation-giving-policy/</link>
		<comments>http://www.strategicinheritance.com/blog/estate-planning/family-foundation-giving-policy/#comments</comments>
		<pubDate>Thu, 04 Sep 2008 13:36:29 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[charity]]></category>
		<category><![CDATA[estate planning]]></category>
		<category><![CDATA[family governance]]></category>
		<category><![CDATA[family meeting]]></category>
		<category><![CDATA[giving]]></category>
		<category><![CDATA[legacy]]></category>
		<category><![CDATA[family foundation]]></category>
		<category><![CDATA[giving policy]]></category>
		<category><![CDATA[policy statements]]></category>
		<category><![CDATA[working the clay]]></category>

		<guid isPermaLink="false">http://www.strategicinheritance.com/blog/?p=200</guid>
		<description><![CDATA[Will those who follow you&#8211;your sons and daughters&#8211;fulfill your charitable intentions? Have you ensured they understand what you mean by what you have said in your final documents? At our last family meeting, in discussing our charitable interests, one of our sons-in-law said he had no idea how we made choices concerning to whom we [...]]]></description>
		<wfw:commentRss>http://www.strategicinheritance.com/blog/estate-planning/family-foundation-giving-policy/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Family meeting at a distance</title>
		<link>http://www.strategicinheritance.com/blog/family-meeting/family-meeting-at-a-distance/</link>
		<comments>http://www.strategicinheritance.com/blog/family-meeting/family-meeting-at-a-distance/#comments</comments>
		<pubDate>Tue, 02 Sep 2008 13:07:05 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[family meeting]]></category>
		<category><![CDATA[distance]]></category>
		<category><![CDATA[family governance]]></category>

		<guid isPermaLink="false">http://www.strategicinheritance.com/blog/?p=196</guid>
		<description><![CDATA[Our family&#8211;my parents&#8217; family&#8211;held its first family meeting, a governance meeting, last Saturday. Neither our mother (who died in 1985) nor our father (still living) participated. Indeed, the meeting came about specifically to discuss what we, his children, should do with, for, and about our father. There were a number of obstacles we had to [...]]]></description>
		<wfw:commentRss>http://www.strategicinheritance.com/blog/family-meeting/family-meeting-at-a-distance/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Talking with the kids about their inheritance</title>
		<link>http://www.strategicinheritance.com/blog/estate-planning/talking-with-the-kids-about-their-inheritance/</link>
		<comments>http://www.strategicinheritance.com/blog/estate-planning/talking-with-the-kids-about-their-inheritance/#comments</comments>
		<pubDate>Tue, 26 Aug 2008 21:25:48 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[estate planning]]></category>
		<category><![CDATA[family governance]]></category>
		<category><![CDATA[family meeting]]></category>
		<category><![CDATA[family relationships]]></category>
		<category><![CDATA[kids]]></category>
		<category><![CDATA[legacy]]></category>
		<category><![CDATA[settling an estate]]></category>
		<category><![CDATA[talking with the kids]]></category>

		<guid isPermaLink="false">http://www.strategicinheritance.com/blog/?p=184</guid>
		<description><![CDATA[A wealthy man had completed his estate plan. His advisor asked, &#8220;So when do you plan to hold your family meeting to talk with your kids about their inheritances?&#8221; &#8220;Family meeting?!? There&#8217;s not going to be any family meeting!!!&#8221; &#8220;Oh, there will be a family meeting. The question is only when it will occur,&#8221; said [...]]]></description>
		<wfw:commentRss>http://www.strategicinheritance.com/blog/estate-planning/talking-with-the-kids-about-their-inheritance/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
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