Facilitating Family Meetings

June 2006
Journal of Financial Planning;Jun2006, Vol. 19 Issue 6, p46
Academic Journal
The article discusses methods financial planners can use to facilitate family meetings where different family members have varied opinions about how finances should be handled. Financial planners are necessary for families that need mission or vision statements, don't have strategic plans, are stuck in difficult stalemates, and realize the importance of meeting on an annual basis. Planners should make sure to make it clear that the family is their client, and no individuals will receive preferential treatment.


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