In traditional planning, the focus is What? and How? But each of these is moot until the Why? is certain.
Purposeful PlanningTM turns the traditional planning process on its head by focusing on the Why?, which is the purpose.
Eredità helps families identify the purpose of the planning, so they can plan for the future they hope for instead of the future they fear.
Eredità works in collaboration with the family’s other advisors to ensure the purpose of the wealth, tangible and intangible, drives the planning, preparation, and transition processes.
Through the Purposeful PlanningTM process, families incorporate the keys to successful wealth transitions.
Eredità: Helping families plan with purpose.
Collaborating to enhance the success of your family’s wealth transitions.