Values Retreat

The Values Retreat is the foundation for the MMCI client engagement process. It is an opportunity for personal reflection and reaching clarity on the key principles and objectives of family wealth. The Retreat enables wealth holders to:

  • Identify important questions and issues regarding the saving, spending, sharing, and transferring of money
  • Define core values framework for financial, philanthropic and legacy decision-making
  • Set criteria for distributions to the next generation
  • Balancing lifestyle: reaching the optimal balance between self, relationship, work, and community
  • Develop action plans to implement Core Values Framework for financial decisions for self, family, and the greater community