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We start in a different place.

Blackwood’s unique
Planning Horizon Process

Blackwood’s unique Planning Horizon Process delivers innovative and meaningful results for our clients based on their Mission, Vision, Values, and Goals. We use a focused and comprehensive approach that always remains centered on the long-­term above the horizon goals of our clients.

Plan.

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  • Analyze financial independence to identify family legacy and social legacy opportunities
  • Develop family governance structures such as family meetings, family councils, and family foundations
  • Help Family Enterprises establish their Mission, Vision, and Values in order to ensure alignment within the family and provide clarity when reviewing existing planning structures
  • Share intentions and plans with existing advisor teams to fully realize short-term, long-term, and multi-generational goals

Protect.

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  • Collaborate with existing advisor teams to ensure all documents, tools, tactics, and strategies are in place to protect the family and their business in a way that is aligned with their Mission, Vision, and Values
  • Examples of documents and strategies to be reviewed include:
    • Shareholder Agreements
    • Wills
    • Personal Memorandums
    • Corporate Structure Review
    • Family Trust
    • Succession Plans
  • Utilize in-­house actuary to explore life insurance strategies to achieve specific planning goals such as tax planning, shareholder funding, philanthropic planning, and investment analysis

Share.

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With clarity and confidence in financial independence and family legacy planning, we help clients move beyond “just writing cheques” to begin exploring and implementing philanthropic strategies that are aligned with their Mission, Vision, and Values.