As a family’s net worth increases, the complexity of their financial affairs and the reach of its impact multiplies.
Oftentimes, these families, whether entrepreneurs or not, find the sophistication surrounding their planning has not kept pace.
There is more to investments than the stock market. There is more to taxes than simply paying them on time. There is more to giving than a tithe. Jesus said to be shrewd as serpents and innocent as doves (Matthew 10:16). We can apply this to finances to implement the creative (shrewd) strategies to mitigate taxes or negotiate better terms on investments while also being completely within the legal (innocent) parameters set forth by the government.