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Mr. Sample

Social Capital

Philanthropy

Questions?

Foundation

DAF

Livestrong Platinum Donor

Scient Center Board

Future Generations

Dreams

Live to see my great grandchildren

Ensure Affordable Education future generations

Live Half Time Buenos Aires

Sail Around the World

Partner/Spouse

Lots of goals

Obligation

Wife - Jane 48yrs

Educate

Questions

What is it all for?

What is the point of it all?

Gifting

How Much?

Finances

Jill - 21yrs

John - 18yrs

Fears

John Sample - Rehab

"The Markets"

Inflation

Financial Crisis

Madoff

Financial Independence

Wishes

Get rid of my paranoia "Is my $$ still there?"

Operating Company Inc.

Sell?

To Whom?

Children

Highest Bidder?

How?

When?

Legacy

Children Involved?

About

Family

1st Generation wealth

Family Company

10 years since Wealth Creation Event