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The Family Meeting


For families with shared wealth who are required to manage assets or make decisions together, formality is key to enhancing communication and laying a foundation of trust. Adopting a policy of holding formal family meetings with defined goals and objectives provides a platform for family members to contribute and express his or her voice. The purpose of a family meeting in the context of shared wealth is beyond merely gathering at the dinner table or for the holidays; instead, it is a forum for the family to learn, is given access to information and an opportunity for debate, to make informed decisions and set actionable items to achieve the family’s collective goals and long term vision for management of their wealth.

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