Page 6 - MFO - Short 10.2024
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3. Family Governance & Dynamics
Intergenerational Wealth Transfer Family Structure & Bylaws
Conflict Management/Avoidance Wealth Preservation Strategies
4. Philanthropy Management 5. Lifestyle Advisory
Provide strategic advisory solutions Designed to enhance your lifestyle
that can help our clients achieve their and the enjoyment of leisure and
philanthropic goals personal opportunities
Legacy and mission statements Aircraft Advisory
Structuring philanthropic vehicles Travel— Luxury and
Customized Vacations
Facilitate family meetings Yacht and Aircraft Charter
Resources
6. Health Advisory Real Estate and Relocation
Resources
Objective Information
Personalized Preventative Care Art Advisory
Private Health Insurance Consultation
Personal and Home Security
Collection and Storage of Medical Records
Navigation Assistance and Elder Care Services Education Planning
