Crafting a strong yet flexible foundation.
Proverbs 13:22 says "a good man leaves an inheritance for his children's children."
Money is part of this, but money without character development can be a very dangerous gift. The goal of this phase is to explore non-monetary elements of inheritance, and to get clear enough family values that we can draw the family into a shared perspective of those values. We can communicate the values to your family directly, or in a variety of story or experience-based ways.
Family values need to be timeless, but they also need to allow for flexibility in their expression over time. The clarification phase charts an initial course to which we can return time and again for years. It also divines the difference between personal preferences and the identity-defining hills your family is willing to die upon.
Maybe surprisingly, the first set of values we gather rarely proves to be the set a family builds around once the thinking gets tested and shaped by the entire family.