Having regular meetings with agendas, identifying family rules, and creating a structure and rituals are all essential to the perpetuation of non-monetary aspects of legacy. Recurring meetings and retreats allow for a transfer of philosophy and further creation of family traditions, rituals, and insights so that these critical factors can truly come to live in the hearts and minds of your heirs, rather than only on legal documents or solely in your mind. The meetings, rituals, and traditions create space and time for development, buy-in (people support that which they help to build), and refinement of what your family stands for.

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