For a family to get started, your role may be critical! The key to a familyโs success is family education and trust building through an organized and prioritized family meeting process.
Family education is a life-long-learning adventure to be taken together. Families must have family meetings, build trust, choose interdependence, and practice group decision-making. Many traditional estate plans increase the likelihood of wealth and family erosion.
What can we as advisors do to help our client families? If we make this part of our practice, will it also help our practice grow?
