Thank you for requesting access to Improving the Value of a Family Charter with  Pierre duPont, Partner, Cerity Partners hosted by John A. Warnick, Esq., Founder, Purposeful Planning Institute. Please note, the free replay of this session will be available for a limited time!

Guest Speakers: Pierre duPont, Partner, Cerity Partners

Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute

Many families create a Family Charter to provide governance and even guidance for their future inheritors. Whether the wealth is today in the form of money, or a business, or an art collection, or even the possibly-elusive principles and values of a family’s heritage, successfully protecting and projecting that wealth requires more than a written document or set of documents. In this interview, Pierre duPont discusses some of the more-successful tools he has seen for sustaining multigenerational families.

Purposeful Quote: Projecting wealth to descendants is going to be more successful if you establish traditions of safe, open and inclusive family communications about and around the wealth.

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