Heritage Planning

Successful families share one thing in common: they engage in some from of heritage planning. This article explains what it can do for your family.

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What Matters?

Heritage planning is about real families and real life.  In this article, you will meet one family for whom the search for What Matters leads to important discoveries.

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Sustaining Unity

This white paper describes the ‘Elements’ used by the successful 10% of families who sustain their family unity and prosperity across generations.

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Effective Family Governance Based upon lessons learned over two decades. It provides specific detail, provides examples, and includes resources.


© 2013 Navigator Legacy Partners, LLC

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