Build A Lasting Family Legacy With
The Good Stewards Family Wealth Bundle
✅ Clarity on the family’s most important values, so everyone understands what truly matters and how to align decisions
✅ A customizable Family Values Handbook that turns abstract principles into a practical, easy-to-reference document
✅ A modern Family Crest design brief providing creative guidance to visually represent your heritage and core beliefs
✅ A detailed Family Investment Club Operating Agreement ensuring transparent governance, legal safeguards, and clear rules for collective investing
✅ Meeting Agenda & Minutes Templates to structure every club or family wealth discussion for maximum productivity and accountability
✅ A Portfolio Tracker & Analysis Spreadsheet that visualizes and manages your investments in real time with auto-calculations, charts, and allocation breakdowns
✅ An Upward Mobility Action Plan guiding each family member in setting ambitious but achievable career and personal growth goals
✅ An Annual Family Wealth Meeting & Review Packet for conducting a yearly deep dive into goals, performance, and future priorities, keeping everyone on the same page
✅ Conflict-resolution strategies to resolve disagreements through values-based compromise while preserving familial harmony
✅ A step-by-step roadmap that moves beyond theory with proven, actionable tools to elevate your family’s unity, financial literacy, and long-term prosperity
AND... even MORE!
Join the hundreds of families who have already built recession proof wealth with our family first designed Bundle. Our mission is to align 10,000 families by the end of 2025.
Mershard is a dynamic serial entrepreneur specializing in real estate, business funding, and technology. Over the course of his career, he has founded and acquired multiple companies, launched several real estate investment funds, and spearheaded the development of various properties.
We are including 8 templates:
Family Values Alignment Workbook
Family Values Handbook Template
Familiy Crest Design Brief
Family Investment Club Operating Agreement
Meeting Agenda & Minutes Template
Portfolio Tracker & Analysis Spreadsheet
Upward Mobility Action Plan
Annual Family Wealth Meeting Agenda & Review Packet
People often want to know whether it applies to newly formed families, multi-generational households, or those in between.
Prospective buyers want reassurance that the included documents aren’t just outlines; they want them to be thorough, practical, and easy to customize.
Some wonder if the guide applies primarily to high-net-worth families or if it can help those just beginning to accumulate assets.
Many ask if there are specific strategies or exercises to address disagreements and unify family members around financial decisions.
Buyers often question if the content is suitable for beginners, intermediate, or more experienced investors.
Families looking to create a lasting legacy often ask if the guide addresses estate planning, intergenerational wealth transfer, and education for the next generation.
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