Instrument //00
2
Purpose Discovery Experience
Surface and articulate a shared understanding of what the family's wealth is ultimately meant to serve — before that understanding is translated into enduring principles or documents.
.svg)
Many families have not created a setting in which they can articulate, together, what their resources are meant to serve.
.svg)
What is this wealth ultimately for — in language we have all agreed on?
.svg)
Following a liquidity event, before a major transfer, or when family members hold divergent views.
.svg)
A disciplined process that surfaces the family's shared understanding of purpose.
.svg)
A purpose statement the family can use to evaluate consequential decisions.
Foundational Practice Cases
.svg)
Case I · Enterprise Transition
The Hargrove Family
Whether the transition should proceed, and what obligations should accompany future ownership.
Studies in Endurance
Begin
Begin with a confidential conversation.
A first conversation explores the decision or transition your family is facing, the expertise already in place, and the questions that remain yours to answer.
All conversations are confidential. EDP does not share information about families who reach out, whether or not an engagement follows.
.svg){kind=icon}