Family Meeting Checklist
Family meetings can be a great way to build solid relationships, create a family legacy and train the next generation.
A couple of weeks ago I shared our path towards holding family meetings. As a result of that journey, I built a checklist to help others learn how to start meeting with their families.
Download my Free First Family Meeting Checklist.
Why meet?
- To put aside generational roles and talk as equals
- To catch up on each others lives on topics we might not normally discuss
- To specifically think about values, goals and future generations
- To talk about opportunities with which we can help each other
- To remember resources we can share
- To train each other on topics with which we have expertise and
- To share information with our next gen about our estate and our estate planning.
