In the “Spirituality” focus of our DESIGN Campaign, we explore what it means to be stewards of our resources. The perspective that we are stewards, rather than owners of our possessions, reshapes the notion of what to do with our resources. Whether the transfer of our resources is in the form of a gift to an organization that specializes in work that we care deeply about, or in the form of an estate plan that transfers wealth to the next generation, it is a great responsibility that commands attention. Are you ready to dive deeper into your "philanthropic mission statement"?
In continuation of our DESIGN campaign, we invite you to reflect on the Experiences that play a major role in your unique design. We recognize that the volatility of the financial markets, past and present, and the uncertainty of the world in which we live, are significant factors in how you experience your life. *** As you reminisce on days gone by, what is one experience that set a course for who you are today?
Most of our clients know our team is called the Design Group, but how many clients know why we call ourselves this name? it is actually an acronym; Drives Experiences Spiritual gifts Impact Genius Nature. ***As you plan out the remainder of 2020, let's Start with your "Drives". What are you most passionate about and would like to pursue in 2020?
The “I” of our DESIGN campaign represents your Impact. Our daily impact ultimately leads to the building of our legacies, and our family legacies are made stronger by the way we raise and equip our children. Click on the following link to see how we help our clients engage with the next generation in a meaningful way, and create a purposeful family environment. https://advisor.morganstanley.com/the-design-group/documents/field/d/de/design-group/Creating%20a%20Purposeful%20Family%20Environment.pdf
