How can our family best execute successful and productive family meetings?

Overview

Many wealthy families desire a seamless transition of their wealth and a perpetuation of their values for multiple generations, but many struggle with how to accomplish these goals effectively. Successful families typically take intentional steps to create family meetings that foster communication, education and engagement, in order to promote collaboration and trust among family members.

This article provides a number of key elements to consider when developing a successful family meeting.

Advisor Thinking