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This year, our letter will focus on some of our clients’ big-picture questions, such as: Have our priorities changed or shifted in ways that may alter our current strategicplans? We are keenly aware of our clients’ disquiet over these matters and are here to help clients who want to examine how they can help make a difference.
A helpful tool in organizing these family discussions is the development of a family mission statement and strategicplan that start with the purpose of preserving and growing their family capital. Revisit estate planning and charitable structures.
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