The Family Meeting
Our wealth management process takes into consideration your specific family situation. Depending on your personal objectives and resources, we may seek to build a legacy for your children and grandchildren.
In addition to intergenerational planning, we like to meet with all the members of your family to help ensure that everybody is clear about the financial goals and understands the strategies we will use to pursue those goals. Some families find it difficult to discuss money with their children, but we can help you overcome this reluctance and improve communication, knowledge, and understanding. It is important for us to talk to your children and beneficiaries about their roles and responsibilities—to work through budgeting issues and to review the locations of important documents.
The Family Meeting is an outstanding tool that helps insure everyone is on the same page.
Find out about Stage 4: Planning With Heirs >>
Request more information about "The Pinnacle Organizer."