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Defining Issues, Determining Relevancy, Methodically
Implementing Solutions
Our practice is designed to create continuity and promote stewardship
of a family’s resources
so each generation will experience their affluence as a blessing,
rather than a burden.
"One of our most important roles is to foster stewardship of
a family’s resources” explains
Marshall Serwitz, “So each generation will experience their
good fortune as a blessing rather
than as a burden; for the heirs to behave in a socially responsible
and productive manner; to
step boldly into the world but without arrogance. Folks of limited
resources have no idea how
fearful, and potentially damaging, it can be for a maturing adolescent
to realize he might never
need to work. While clients thank us for their investment returns,
they express their most sincere
appreciation and gratitude for our role of facilitating stewardship."
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