- T20 -

Family Office Foundation CLIENT SUITABILITY Hypothetical Result Schedule a Family Foundation Meeting Objective To unite family members and advisers around plans to help family leaders leave a meaningful legacy through the wise stewardship of philanthropic capital. In the Ultimate Gift movie a video of the family patriarch appears on a large LCD panel in his lawyers office. The children and grandchildren are gathered around the conference table to learn what their inheritances will be. The patriarch James Garner addresses inviduals with salty language recorded before his death.