Family Financial Meetings

Are your spouse and family prepared for life without you? Host a facilitated family meeting to bring everyone up to speed, while there’s time to prepare.

In many high net worth families, there is one spouse who looks after most of the financial matters. The other spouse is often less involved. The same is true with adult children.

A family financial meeting brings everyone into the conversation to get them up to speed. Family meetings address logistics, highlight gaps, and bring issues and misunderstandings to light. You can nip misunderstandings and assumptions in the bud before feelings get hurt.

The earlier you prepare, the more time you have to educate and prepare your heirs. You also buy yourself time to make changes in a tax efficient manner.

To inquire about a Family Meeting, please Contact Us.