Integrating investment and
wealth planning with family values
can help create a plan that stands
the test of time.
By Sean Gillia, U.S. Trust
WHEN IT COMES to creating a wealth management plan, investment and wealth planning are obvious, important components. But are they the most crucial? Not according to Chris Heilmann, U.S. Trust's chief fiduciary executive, who suggests that a successful wealth management plan ultimately depends upon something far more basic: your values. Does this blueprint for your family's future reflect who you are and what you care about? Does it embody the full spectrum of your goals and needs? Does it help address concerns you might have, including the potentially negative impact wealth could have upon your children? The most sophisticated investment and wealth transfer strategies in the world don't really mean anything if they don't reflect your particular values.