Make 2022 the Best Year Yet with a Family Wealth Mission Statement

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Equally, millennials and Gen Zs are keen to put their money where their mouths are via support of businesses whose corporate practices, values or political ideologies align with their own. And make no mistake, they won’t hesitate to fire you once they’ve inherited their parents’ wealth—that is, of course, unless you’ve taken care to offer demonstrable value prior to the event. You should showcase your ability to help them meet their financial and impact goals now, while simultaneously navigating the desires of the donors.