Traditional estate planning is popularly defined as:
I want to give what I have to who I want, the way that I want, at the lowest possible cost.
The focus on money threatens the healthy balance of beneficiaries and the well-being of family. The risk of harm is high. Trusts and outright gifts that do not address the issues of balance and health for loved ones can have devastating impacts on their lives and careers.
The Family Trust Institute's legacy planning approach applies the secrets of the biggest, longest lasting family offices, including the Rothschild and Fugger families. We have empathy for children born to circumstances the world would manipulate.
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