Who’s Planning the Funeral?

Overview

No one is comfortable discussing the day of their funeral, but taking control of that inevitable conversation and organizing a principal’s final wishes is simply the right thing to do for their family, their legacy and their enterprise. Making arrangements after the loss or, preferably, preparing an end-of-life plan in advance, involves some of the more challenging personal choices one will ever make. Often handled by the Family Office, this paper provides useful advice on comprehensive memorial event planning that not only ensures that final wishes are fulfilled, but also the burden of making tough decisions is alleviated.

Advisor Thinking