A closer look Family Meetings — An Important Strategy for Creating Good Stewards

May 20, 2020
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In Brief

  • More and more clients are having regular family meetings to prepare the next generation for what’s ahead. The thoughtful use of today’s technologies can often make these meetings easier and more effective.
  • Early on, family meetings often focus on basic financial education and then move to values-based discussions and skill building over time, gradually revealing information about the family wealth plan.
  • This staged long-term approach helps clients feel confident that, when they finally share their wealth plan, the next generation will not only be able to grasp its technical aspects but also the values and life lessons driving it.
  • If you’re interested, we can help you plan, design, and conduct thoughtful family meetings that make sense for your family.


For more information:
Please download the PDF of our A Closer Look via the link above.


About the Author

Donna E. Trammell
Director of Family Wealth Stewardship
In this role, Donna leads next generation initiatives, working directly with clients to customize financial education curriculums, design and facilitate multigenerational family meetings, and help families make decisions about shared assets.