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Wealth visioning

Wealth visioning

Your vision is your dream. It's what you believe is the ideal conditions for you; that is, how things would look if the issue important to you were completely, perfectly addressed. It might be a world without war, or a community in which all people are treated as equals, regardless of gender or racial background.

 Whatever your future dream is, it may be well articulated by one or more vision statements. By developing a vision statement or statements, you and your family clarify the beliefs and governing principles of you, first for yourselves, and then for the greater community. A family vision statement is a written statement of what you want your life and family to be and the values by which you will live your life.

The statement asks and answers questions like: How are we going to live our lives? What values are we going to use to help us make major decisions? What are our priorities? What are our family values? Are we spending the majority of our time on our priorities or are we being distracted with things that aren’t important to us?  Just as our national constitution provides us with a deep sense of order and security (even though we may rarely stop to think about it), a simple mission statement can unite a home around certain fundamental principles. Having a written, objective set of standards greatly contributes to a family’s peace, harmony, and security.


VALUES AND DEFINITIONS

The family learns of its cultural identity, the origins of its religious beliefs and the foundations of its values by exploring the family heritage and also the values definition may be used to guide the development of your family values and long term vision and mission.

SCENARIO DEVELOPMENT

The next generation is exposed to the future state of the world and we believe it has very clear value positions drawn from its varied cultural backgrounds. Our wealth advisors help you to draw different scenarios and analyze its impact to your or your family's capital. It may include political, economical, social, technological or legal changes and could be found huge difference compared to today's environment.

PURPOSE BEARER VEHICLES

Purpose bearer vehicles are used for structuring thoughts to achieve strategic goals. It also takes part as a trigger to define legal structures to hold assets and methodology to distribute wealth.

VISION DRAFTING

Outputs from regarded and non-negotiable values, multi-dimensional scenarios, purpose vehicles and visioning workshop with core stakeholders will provide a core elements for the Wealth Vision Statement. Vision statement might include basic tools to convert the vision into the strategy for provisioning user-friendliness, easy understandable and also deliver insights how to implement it at important points.

 If you haven’t already, we may advise you how to create your family vision and identify the important themes. There are certain characteristics that most vision statements have in common. In general, vision statements help to be:

  • understood by yourself and shared by members of the your implied community
  • broad enough to include a diverse variety of local perspectives
  • inspiring and uplifting to everyone involved in your effort
  • easy to communicate between the generations

Just as our national constitution provides us with a deep sense of order and security (even though we may rarely stop to think about it), a simple mission statement can unite a home around certain fundamental principles. Having a written, objective set of standards greatly contributes to a family’s peace, harmony, and security.

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