A new client family came to us with an existing plan to develop a vacant plot of land into a community center in their home town. The project had many moving parts and projections of the budget had ballooned to over $50 million. The family wanted to find a way to put its wealth to work in the community, but was struggling with the scale and complexities of the chosen path. We wondered whether this path was fully aligned with their goals. Please see disclosures at the end of this brief.
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