Developing a Family's Values, Vision & Mission Statement: "The Cornerstone Statement"

Families who successfully navigate the complexity of wealth through multiple generations tend to do things differently. They recognize the need to establish a framework for decision-making that includes creating foundational documents—also viewed as the “Cornerstone Statement”—that feature their values, vision, and mission for the wealth over many generations. With focused planning and respectful collaboration, you can learn how to create these foundational documents to help your family and future generations achieve a long-lasting and thriving legacy.