Family Continuity Blueprint

The Family Continuity Blueprint

The Family Continuity Blueprint was conceived as a tool to help families and their advisors get a clear picture of where they are and where they want to go.

It can serve as an important first step in a process.

The world of family business and wealth always gets complex when it comes time to figure out the best ways of getting it from one generation to the next.

The first goal of the FCBP is to get a true, factual picture, on one piece of paper, of what is at stake. Clarifying the situation is always a productive first step.

Many parents shy away from important discussions they know they need to have with the rising generation. Making the FCBP a family project is a novel way to get families to begin sharing their views on this critical matter.

You can’t keep everyone in the dark forever. To initiate important discussions about business and asset ownership and their future transitions, you need to know where you are starting from today.

Completing the FCBP might be just the excuse you need to begin having these discussions.

Link to FFI Practitioner Article from February 15, 2017

Getting everyTHING on one page helps get everyONE on the same page.

Guidebook

Teleconference

The link below is to a recording of a Teleconference given by Steve as part of the Purposeful Planning Institute’s weekly series.

Steve has been a proud member of PPI since 2013.

Each week, PPI brings its members together with an industry thought leader who shares their ideas and viewpoints, and members also participate in a Q & A.

All Teleconferences are recorded so that members can also listen to them when they cannot make the calls live.

Listen to Teleconference Here

These calls are normally reserved only for members of PPI, but this one has been made available to the public via this website, in the hopes that you will be encouraged to join PPI

There are already several blogs here that talk about the wonderful experience of being a PPI member (search “PPI” after clicking the search icon above)

Steve has been a proud member of PPI since 2013.

Family Continuity Blueprint