Family Meetings and/or Family Retreat Design and Facilitation

Is your family having the most important conversations necessary to transfer your values, legacy and wealth across generations?

Family meetings are one of the most important tools a family of wealth can use to preserve and perpetuate legacy across generations. They create a dedicated time and space for family enterprise or business conversations. Well-run family meetings can be used for communication, education and decision making.

Design and facilitation ensures your family meetings are effective and meet the needs of all family members by clarifying topics, recommending a meeting design, agenda, ground rules and most importantly, next steps and follow-up after the meeting.

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