Helping your clients design a strategic plan for purposeful wealth

You are invited to attend the following STEP Cayman breakfast seminar:

• Purpose has been proven to be good for your health as an individual
• It is even more powerful within families, family offices and businesses when it becomes shared purpose
• The impact of shared purpose is greater than the sum of its parts. It builds multigenerational consensus and engages all the stakeholders within a family’s ecosystem
• This conversation will deliver practical steps to take with families to discover their purpose and design strategies for the family and its stakeholders
• Exploring what the family has stood for in the past, taking an honest look at where they are now and planning a legacy that can take the generations forward is a fulfilling and effective way to integrate purpose
• Aligning a family’s values with their personal lives, businesses, family offices, investments and impact goals build bridges across generations. It offers opportunities to explore how each member can contribute to the greater impact of the family

Hosted by Amy Blackwell of Acorn Capital Advisers.

George Town Yacht Club – tea, coffee and a light breakfast will be provided

CI$35.00 – STEP Members
CI$35.00 – STEP Students
CI$50.00 – Non-Members

Free for all full-time students (not in employment)

Free for members of the judiciary and employees of the Monetary Authority