The RSJ Thought Center

Your Checklist for Protecting Structural Capital—the Glue that Holds Core Capitals Together

Posted by Tony A. Rose on Aug 27, 2015 9:03:00 AM

Taking Action on a Values-based Wealth Transition Plan

Structural capital is how the family goes about taking action. Successful families, especially those who have acquired and retained their wealth over a long period of time, have structures that promote building and sustaining that wealth.
 
Does your estate plan protect your structural capital? Here are a few questions from our checklist to assess the strength of your future structural capital.

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Topics: Wealth transfer, Ultra high net worth families, Values-based wealth transition, Wealth transfer in ultra-high net worth families, Structural capital in estate planning, Estate planning, Values-based wealth transition model

Checklist: Is Your “Social Capital” Protected in Your Estate Plan?

Posted by Tony A. Rose on Aug 24, 2015 9:38:00 AM

Questions for a New Wealth Transition Model

Does your estate plan protect your “social capital,” which includes your reputation and the relationships you have built?
 
In our model for creating wealth transition plans for high-net-worth families, we integrate a plan for protecting a family’s values, relationships, knowledge, and processes into the estate-planning process.
 
We have put together a checklist that assesses how complete your estate plan is in transferring and protecting the relationships you have built with family members, friends, employees, advisors, and the community, also known as “social capital.”
 
Here are a few questions from the checklist … 

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Topics: Wealth transfer, Social capital in estate planning, Ultra high net worth families, Values-based wealth transition, Wealth transfer in ultra-high net worth families, Estate planning, Values-based wealth transition model

Checklist: Is Your Human Capital Protected in Your Estate Plan?

Posted by Tony A. Rose on Aug 18, 2015 9:28:00 AM

Start with a few critical questions.

Will your estate plan use your wealth to bring your family closer together, or will it cause rifts amongst your family members?
 
We have put together a checklist that assesses how complete your estate plan is in transferring and protecting assets, values, relationships, and structures. Download the complete checklist here.
 
It starts by taking a look at your “human capital.” 

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Topics: Wealth transfer, Ultra high net worth families, Values-based wealth transition, Wealth transfer in ultra-high net worth families, Human capital in estate planning, Estate planning, Values-based wealth transition model


Rose, Snyder & Jacobs LLP is a CPA firm based in Encino, CA that serves private and public companies, business owners and high-net-worth families. Our services include tax, assurance, estate planning, business advisory, and wealth transition consulting. We deliver a long-term perspective and innovative accounting solutions so our clients can focus on their success. Call us at 818.461.0600 for a confidential, no-obligation discussion.
Values-based Wealth Transition Model Whitepaper
  
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