Creating a lasting family legacy is as much about nonfinancial considerations as it is about wealth transfer. These are the myriad emotional, psychological and social factors that can help or hinder a family's harmonious relations and sense of purpose, and bear on the family's ability to assume the responsibilities and deal with the challenges associated with substantial wealth. Harris myCFO can help you create a successful and meaningful family legacy in a variety of ways. These include:
- Educating next-generation members on the responsibilities of wealth
- Facilitating better communication among family members and between generations
- Developing effective family governance structures
- Clarifying your family's mission and values
- Defining and fulfilling your philanthropic goals
