4Sight Wealth Reception Services™
Preparing the people who will receive your legacy
We provide education, training and support for individuals inheriting wealth or managing a family business. With a focus on estate planning, we help the people who receive your assets prepare to handle them well.
Deciding who will carry your legacy forward
After so much time and hard work, deciding who will take over your business or your other assets is an important decision. Think about the people who have supported your business over the years, and who has the greatest potential and interest in continuing your legacy.
Consider both the specific person you have in mind to inherit your assets and the way you would like them to receive those assets. You may want one person ready to fill your shoes, or, depending on your business, a team of people who can collaborate and support each other.
We help you determine and assign roles for the next phase of your business. Talking with an attorney about wealth reception and your vision for the future helps you prepare for what you have in mind.
Training and advice for advisers
Whether you are appointing someone to an advisory position or have recently found yourself in an advisory role in Tennessee, we can provide training for the people on your financial management team, such as:
A lot goes into these advisory roles. A lawyer who understands the details of each one can reduce the risk of conflict and misunderstanding.
- Fiduciaries
- Legatees
- Beneficiaries
- Other advisers
Starting the family conversation
Through our partnership with COREnology.com, families can complete short assessments that identify core values, beliefs and goals. The results help prepare your heirs for the wealth they receive from you.
COREviews™ reveals your views on wealth and opens the door to meaningful family dialogue. COREobstacles™ identifies personal barriers to productive wealth management and offers practical advice on overcoming them.
Wealth reception questions
Planning that fits together.
Schedule a consultation
Deciding how your business will continue is essential.
We can help you understand what makes sense for you and your business. To make an appointment in our Chattanooga office, call 423-305-1704 or contact us online.