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I wrote, about a week ago, about intangible wealth. Somehow the subject keeps coming up in my mind. Read the rest of this entry »
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assets, commitments, experience, family government, family meeting, family traditions, intangible wealth, knowledge, obligations, relationshipsFor me, the highlight of our first family legacy planning meeting came relatively late in the day but just before we hammered out a consensus vision statement.
We had all talked a bit about our top values (both “Most” and “Least”). I don’t know that anyone felt that was particularly revelatory. Interesting. But only mildly so.
What blew me away was the next question we talked about (this was not in the Legacy Planning book): “Define what it means to be a ‘Holzmann.’ What defines you as compared to those around you?”
Whew! Talk about putting you (i.e., the family, all of us) on the spot! What would the kids say? Is there anything that we could agree on that more or less “defines” us as a family? Read the rest of this entry »
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