Cross-Generation Family Meeting Tips Have you ever had a difficult time talking about sensitive subjects with your parents or your children? I am an experienced meeting facilitator. In my role as an information systems...
Are you anticipating difficulty when you get the family together for your family meeting? Holding a cross generation family meeting can be challenging. This article is intended to help you identify key attributes about...
In order to keep your families wealth and well being across multiple generations, your family group members will want and need to find common areas in their attitudes about money as well as agree...
You have defined your family and begun to share your family history. Wouldn’t it be great to capture that history and all the stories that are part of it, so that future family members...
Mark Haynes Daniell in Strategy for the Wealthy Family (p. 13) states that an “Effective family wealth strategy requires a forward view across three generations, with each generation addressing its own issues while, at the same...
Once you have decided which of your family, friends or acquaintances you want to consider ‘family’ and have thought about your family’s history and culture, you can plan out when and how you want...
To keep your family wealth and your family member’s well being intact for multiple generations requires more than just making the money. Without a shared and consciously agreed upon family culture, today’s generations may...
Having achieved an empty nest status and being in the fullness of their productive lives (including the beginning stages of retirement!), the Baby Boom generation now can contemplate what will happen to their offspring...
According to Mark Haynes Daniell in “Strategy for the Wealthy Family”, family wealth is made up of a series of common and interdependent parts. He includes the following components. Financial Wealth. Use it to...
If your goal is to build a unique family legacy, heritage and fortune that spans generations, then you need to make sure that all family members understand what it is that is worth preserving...
