Should We Have a Virtual Family Meeting?

Overview

Even when there's social distancing, family meetings are still important, maybe even more so to maintain family connectedness and sense of purpose. While connecting through technology can’t fully replace the experience of meeting in person as a family, you can make the experience more intimate. This report will help you organize and conduct a virtual family meeting. Just as successful in-person meetings require goal setting, agendas, and ground rules, virtual meetings benefit from similar planning. Going forward, virtual meetings can be an important tool that complements in-person meetings. 

Advisor Thinking