Family Meetings and Facilitation

For High to Ultra-High Net Worth Families

Facilitating financial decisions between husbands, wives and partners can be challenging.

But leading a multi-generational conversation about aligning goals, values, and the transition of wealth requires a structured approach.

A family meeting is not a single event; it’s a process meant to achieve target outcomes.

But leading a multi-generational conversation about aligning goals, values, and the transition of wealth requires a structured approach.

A family meeting is not a single event; it’s a process meant to achieve target outcomes.

The High Level Process

Depending on your family structure, the following process might play out over several months, and occur annually:

  • Gather information

  • Provide status updates with an explanation of purpose, process, and timeline

  • Discuss issues and seek alignment

  • Make decisions and outline action steps

  • Take action to resolve matters

The High Level Process

Depending on your family structure, the following process might play out over several months, and occur annually:

  • Gather information

  • Provide status updates with an explanation of purpose, process, and timeline

  • Discuss issues and seek alignment

  • Make decisions and outline action steps

  • Take action to resolve matters

Engaging a FAMILY OFFICE is more than a one-time occurrence.

Family Meeting Content

The specific goals and contents of family meetings are unique to each family. However, at a high level, they cover similar ground. They deal with the logistics of estate planning. They address family values and legacy objectives. They outline how wealth is to be transitioned and preserved. They seek to create dialogue and minimize family conflict. The process will initiate conversations with heirs about how to prepare to steward family wealth and legacy.

Family Meeting Content

The specific goals and contents of family meetings are unique to each family. However, at a high level, they cover similar ground. They deal with the logistics of estate planning. They address family values and legacy objectives. They outline how wealth is to be transitioned and preserved. They seek to create dialogue and minimize family conflict. The process will initiate conversations with heirs about how to prepare to steward family wealth and legacy.

CONTACT US to discuss your family and your objectives. We’ll walk you through the process.

Contact Us

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