Disciplines

The Seven Disciplines of Entrusted Planning

Discipline 1

Entrusted families know who they are and what they believe

Discipline 2

Entrusted families prepare the family for the financial wealth and not just the financial wealth for the family

Discipline 3

Entrusted families maximize the positive benefits of financial wealth and minimize the negative effects

Discipline 4

Entrusted families focus on flint and kindling and not on the fire

Discipline 5

Entrusted families are generous

Discipline 6

Entrusted families preserve and protect wealth

Discipline 7

Entrusted families design and implement dynamic governance