Investments and Wealth Monitor - Organizing a Family’s Investment Governance System Family governance is critical to families seeking to retain and grow their wealth.

Organizing a Family’s #Investment Governance System (Part 2)

Ongoing practices may include #communication and #education through regular #familymeetings, preferably held in person at least annually, to help #family members connect in a more professional and #strategic manner.

#BlackOwnedBrand

5 Estate Planning Tips for Sharing Your Legacy with Family Consider these five estate planning tips to help make conversations discussing legacy plans and family information with your loved ones most efficient

5 tips for family meetings from Bank of America Private Bank.

Structured conversations about legacy and values make difficult topics manageable. 📅

https://bit.ly/3MnoXpV
#FamilyMeetings #LegacyPlanning #StructuredConversations

3/ Most family meetings are about distributing money. The successful ones are about distributing wisdom. #FamilyMeetings

2/ The Rockefellers don't have family meetings because they're organized. They're organized because they have family meetings. #FamilyMeetings

1/ Family meetings shouldn't end in arguments. They should end in alignment. If yours don't, you're doing it wrong. #FamilyMeetings

#CaseyORoarty #JoyfulCourage #PositiveDiscipline #ParentingTips #ScreenTime #DigitalWellness #NoPhoneZones #TeenBrains #FamilyMeetings #PodcastDrop @joyful_courage @Sproutable