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2021 Annual Report A heritage of responsibility0030705_cover_2021.indd 23/4/2022 12:49:58 PMFederated Hermes, Inc.2021 at a glance (as of Dec. 31, 2021)$669 billion assets under management65+ years

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How to fill out a heritage of responsibility

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Start by researching your family history to understand your heritage and the responsibilities associated with it.

02

Reflect on the values and traditions passed down through generations and how they shape your sense of responsibility.

03

Identify key family members or elders who can provide guidance on fulfilling your responsibilities.

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Continuously educate yourself on your family's heritage and seek opportunities to pass it on to future generations.

Who needs a heritage of responsibility?

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Anyone who comes from a lineage with a strong sense of tradition and responsibility.

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Individuals seeking guidance on how to navigate the expectations and obligations associated with their heritage.

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What is a heritage of responsibility?

A heritage of responsibility is a legal obligation to report and manage certain assets or liabilities inherited from previous generations, ensuring accountability and transparency.

Who is required to file a heritage of responsibility?

Individuals or entities that have inherited assets or liabilities that fall under specific regulations are required to file a heritage of responsibility.

How to fill out a heritage of responsibility?

To fill out a heritage of responsibility, gather all relevant documents about the inherited assets and liabilities, complete the designated forms with accurate information, and submit them to the appropriate regulatory office.

What is the purpose of a heritage of responsibility?

The purpose of a heritage of responsibility is to ensure that inherited assets and liabilities are reported, managed properly, and that any obligations are fulfilled according to legal standards.

What information must be reported on a heritage of responsibility?

The information that must be reported includes the description of inherited assets and liabilities, their estimated values, and any associated legal or financial obligations.

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