Defining Long-term Goals

Defining and sharing your family’s values

Your senior family advisor can help you prepare future generations of your family to oversee significant assets and abide by your guiding principles. As your family grows and changes, your Commerce Family Office advisor will continue to communicate your values and goals.

We can help you:

  • Define a long-term plan and strategy
  • Craft a family mission statement
  • Establish a family governance process
  • Facilitate ongoing communication and plan regular family meetings
  • Educate the next generation about financial responsibility and values-driven wealth management
  • Define and implement your philanthropic interests