Dive into what “success” truly means for families, and how intentionally articulating that vision can support family alignment and thriving. This webinar explores how to co-create a family-centered vision that moves towards achieving shared priorities and goals in an attainable way. Jim Coutré, Managing Director leading Pathstone’s Wealth Planning Group, and Hannah Kanstroom, Director of Family Advisory, discuss how families can take a more intentional approach to investing in their family’s legacy capital. During the session, we dive into:
- Making the case for the value of articulating purpose of wealth and vision of success
- Tactically walking through how to co-create your family’s unique vision and priorities
- Offering practical steps for how to use that vision to make progress towards your goals
Whether you’re just beginning to think about this concept or refining your family’s long-term strategy, this session is designed to support the articulation and implementation of that vision to support multigenerational growth.
