fbpx Ask An Expert

Want to read more? Sign Up For Our 7-Day Free Trial

The Family Meeting – What’s The Purpose?

They're never too busy to get together with family

Why Meet?

There are an endless number of reasons to meet.  But effective meetings start with a defined goal or objective.  When a meeting has purpose that is shared by those attending, people don’t feel like they’re wasting their time.  Knowing what you want to accomplish by the end of a meeting – be it tactical or strategic – means there is direction for everyone to follow and endeavor to work towards.

For families with significant wealth, meetings can be an invaluable tool because it focuses on the human capital element of the family enterprise, not solely the financial. Below are a few prime examples of family meetings, the purpose, and how it can be achieved:

Want To Read More? Sign Up For Our 7 Day Free Trial.

Please login below. If you don't have an account, feel free to sign up and get access to the entire WealthCAP HUB®.

Contact Us

None of the content or services offered on or through the Website are, nor are intended to be, legal, tax, accounting, investment or other professional advice or a substitute for advice of an attorney, tax advisor, accountant, investment advisor or any other professional. You agree and acknowledge that the content and services offered on or through the Website are intended only as general information and is not intended to be, and should not be relied upon as, professional advice. If professional advice or other expert assistance is required, you should obtain the services of a competent, professional person, and not rely on information provided in the content or services as a substitute for such advice or assistance. No attorney-client relationship exists or shall be deemed to exist between you and the Company. The Company is not in the business of rendering personalized investment advice.



This feature is for WealthCAP HUB® Members

If you would like to upgrade your membership or learn more, please contact us and a team member will reach out shortly.

Ask An Expert