IS THE ULTIMATE GIFT?
The Ultimate Gift
is a process that is derived from Jim Stovall’s book, The Ultimate
Gift that allows families to capture, document and share their familyís
value system so that their wisdom and their character can be passed
alongside their wealth. The end result can be something as simple as
a letter that is read at a family meeting or as elaborate as producing
a family movie or building a group travel experience to a third world
What is the number one thing you would like your grandkids to grow up
knowing? Are there any steps that you have taken in your life that will
ensure they go through life knowing this?
Picture your great-grandchild on his or her 18th birthday. Heís sitting
in the family room and he pops in a DVD of you talking about your life
and what you learned.
has had life experiences that have taught them lessons and these lessons
have shaped their value system. Consider what your children and grandchildren
could learn from yours.
At first blush, very few people think their own story is interesting
enough to document.
The message in The Ultimate Gift isnít about how interesting
or wealthy Redd Stevens was, itís about preserving perspective.
greatest travesty in our society is that we havenít placed enough importance
on preserving perspective. Creating your unique Ultimate Gift
is about preserving your perspective on life for the generations youíll
never get to meet.
Stovall, the author of The Ultimate Gift, has been quoted as
saying, ďIf you tell a great story, you have permission to deliver a
message.Ē We canít necessarily call our kids and grandkids and tell
them what to do today, but we can record what we have learned and hope
they get the point.
We find that wealth can be an accelerant. It can make good things better
and bad things worse. The Ultimate Gift Experience is a way
to make sure heirs place financial wealth in the appropriate context
among all of lifeís gifts.
you would like to learn more about how you can create your personal
Ultimate Gift and what a relationship might look like with
our firm, please contact
us to arrange a time that we can meet and explain how our process
makes TruNorth truly unique and a national leader in the field of Wealth