DEL MONTE GROUP A PLACE OF POSSIBILITY™

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THE LIMITATION of CONVENTIONAL WISDOM

CONVENTIONAL WISDOM is a belief embraced by an entire community or group of people. It is the known way of achieving a particular result. If everyone is doing it, it must be the right way, or perhaps the only way; most people arrived at uncanny financial success by straying from the pack.

Whether it was an unusual idea or unusual work ethic,
    you stepped to the left of everyone else and pushed ahead.

Having amassed wealth, conventional wisdom tells you to plan for the use of your wealth the same way everyone else has done for centuries. Why? Is it the only way? Is it the ideal way? Why restrict your thinking to the status quo? You can rally the talents and wisdom that helped you create financial success and use them to make sure your wealth has a positive impact on your family.

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BETTER than SCARCITY

IT IS FUNDAMENTALLY IMPOSSIBLE to teach children who have grown up with wealth how it feels to grow up without it, however, we can teach them something far more valuable. We can demonstrate that the family's true net worth is far bigger than the items listed on a financial balance sheet. The true worth of the family is its collective experiences.

We can inventory the family assets of wisdom, expertise and experience.

We can document their value and catalogue their availability. We can create traditions and behavior patterns for preservation and growth of these assets, and we can ensure these assets are the underpinning of family communication and relationships.

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A PICTURE takes A THOUSAND WORDS

CREATE A SCENE IN YOUR MIND: Picture your family gathered around the fireplace fifty years from now. What's your ideal vision for how they relate to each other and live in the world? Now picture your family's wealth. How is money impacting the scene? Are they merely living in a bigger house with more expensive cars parked in the driveway, or are they rallied around philanthropy as a topic of family meetings and outings?

Your actions today will influence their tomorrows.

It won't happen by accident but it can happen with intention and process. Facilitating open dialogue is the starting point. In the absence of intentional communication, people make up their own stories. Your words can make a difference.

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A FAMILY of IMPORTANCE

BECAUSE YOU HAVE AMASSED WEALTH, people are watching. They notice your choices, your behaviors and even your children's choices. This experience of being under society's magnifying glass offers a positive opportunity. Money offers leverage and momentum in the lives of your family members and the causes in your community.

Someone has to take the leadership role to point it in the right direction.

If you create collective intent and common vision for your family's use of wealth and take action toward those goals-you can harness the power of private wealth's ability to affect change. Your family can model key behaviors publicly, thereby mentoring entire communities.

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A SHIFT in VANTAGE POINT

SO MANY PLANNING CONVERSATIONS focus on the after-death impact on family and the world. There is irony in this vantage point: You spend a lifetime creating wealth, success and relationships, yet when asked to plan for the impact of these achievements and experiences, you must fast-forward three or four decades and look at legacy as starting after you're gone. What about now?

True legacy work offers a chance to hit it out of the park
            with wealth and family, just as you have in your business.

A chance to harness the power of the present and be a participant as it unfolds. All it takes is an unhindered belief in possibilities: The simplicity of a childlike psyche, a return to a world without limits, a methodology for shifting your thinking from Why - to Why Not?

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LIVING in POSSIBILITY™

At Del Monte Group, we utilize proven methodology to help you apply the talent and acumen you have demonstrated in your financial success to an entirely new unit of measure for evaluating success in family wealth. This is the place of possibility, where wealth has a clearly defined purpose; where it is certain to enhance the lives of the family members; where fear, worry and disconnect are replaced by strength, confidence and communication.

A four-step process for creating profound
                        outcomes for yourself and your family

At a fundamental level, people crave connection through family relationships; however, life happens and separation occurs. We believe that it is difficult to see possibilities because it is difficult to recognize one's own capacity to influence or create a different family dynamic.

Together, our process begins by documenting the wisdom that you have accumulated over your lifetime — your fundamental capabilities. We work through a four-step relational process to apply these core talents to creating or enhancing specific relationships or overall family dynamics. Ultimately you gain the ability and structure to influence the next generation of family leadership. We believe it's never too late, nobody's too old and there's always a place for new possibilities.

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LEADERSHIP TEAM

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RESOURCES

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