Meet Across Generations

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 start pulling multiple generations of your family together for meetings.

Knowing who you are pulling together along with the quirks of the history and culture of how those individuals interact will aid you in determining how to proceed with a family meeting.

Your family meeting will be as unique as your family and situation. Some families may wish to keep their meetings informal, for others a more formal environment works best.

Planning and setting expectations of the invitees is important in any setting. To assist with that FamilyMoneyValues.com offers a family meeting checklist.