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Values Clarity: The Secret Ingredient in Managing Wealth and its Impact

July 15, 2015–Charlotte, NC

Strategic management of financial and human capital over time requires ongoing clarity around foundational beliefs and values. Values clarity in the context of unique wealth supports a family’s selection of appropriate investment goals and their alignment with a family’s core ideology. This interactive discussion featured Arne Boudewyn, managing director of Family Dynamics and Education at Abbot Downing, and Doug Evans, senior managing director of Asset Management at Abbot Downing, as they covered how values clarity supports success at the dynamic intersection of investing and wealth stewardship, developing and understanding a family’s core values, and attaining buy-in and consensus from the entire family.