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Family Wealth Statement

We encourage the family to begin by articulating a personal and family wealth philosophy and mission statement. This statement will guide everything we do and will stand as a legacy to current and future generations. It will outline the philosophies and principles that have guided the creation and preservation of the family wealth; the risk tolerances; lifestyle objectives; charitable giving policy; and missions in life. In addition, it will articulate the responsibilities that accompany the ownership of wealth.
U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.