You have caused myself and my Trustee, to reflect on important aspects of family governance
which we have not done to date. You acted as the catalyst for doing so.
As a result, I have updated my Will and Le6ers of Wishes to reflect and provide longer term
guidance for when I am gone.
Through my interaction with you, I have been able to define and begin to arculate the so*
issues pertaining to preservaon of family wealth – that the money is really just the means to
an end but there are deeper family issues that must be addressed.
Your role in awakening the awareness has been an important milestone in creating and then
preserving a family heritage for me.
David P—Generaonal wealth creator, business owner