The Ten Domains of Family Wealth
Integrated Financial Management
Financial, tax, investment, accounting, and business competencies for handling wealth complexityEstate Planning and Legal Issues
The many areas where law and wealth intersect for families and family businessesRisk Management
Insurance, security, and other risk management servicesGovernance and Decision-making
Organization, regulation, and implementation of decision-making processes for families and family businessesLeadership and Transition Planning
Strategies and processes for leadership development, growth, and transitioningLearning, Development and the Rising Generation
Assessment, design and implementation of educational and other procedures for Rising Generation and other family membersFamily Dynamics
Personal and family strenghts and challenges related to wealth, relationships, and the family systemHealth and Well-being
Intersection of health, disability, and wellness with the complexities of wealthSocial Impact and Philanthropy
Aligning investment and philanthropic decisions to create social benefits and promote the values of the family