Family Meeting Resource Guide


This easy to follow guide shares best practices for organizing and conducting a family meeting. Written specifically for advisors. meeting facilitators, and family members. The Family Meeting Resource Guide offers clear instruction to help families gather and plan their wealth transfer. It includes a sample Family Meeting Agenda for first and subsequent family meetings, a sample Family Meeting Mission Statement and sample Family Meeting Confidentiality Statement. It also includes 21 Pro Tips to help a family and their advisors get the most value from their meetings.

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