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This client oriented tool will help you explain the difference between values and principles and apply this difference to eight key areas that provide a family foundation of wisdom to equip the next generation for good stewardship of wealth. The most important principles of effective wealth transfer are not financial in nature. They relate to the social and spiritual “capital” that is passed to the next generation. The eight key areas covered by this tool are: warfare, stewardship, work, generosity, vulnerability, blessing, gratitude, and success.
Erik Daniels is executive vice president of the Ronald Blue Trust Family Office. Erik has been with the firm since 1980 and has held leadership positions since 1986, including Managing Director of the Atlanta, GA office and Regional Director. Prior to joining the firm, Erik worked as a senior accountant with Blue & Co., a CPA firm based in Indianapolis, IN. He received a BS from Indiana University and a Masters in Taxation from Georgia State University. As a member of the National Association for Personal Financial Advisors (NAPFA) and a past member of the AICPA, Erik has been quoted in various news and business journals and has hosted radio programs focused on helping people manage their money.