Five Tips for Holding a Successful Family Meeting


Poorly structured family meetings that lack a clear purpose and agenda can do more harm than good. Failing to get buy-in from all family members can cause irreparable damage to relationships, despite the best of intentions. There are five key tips for holding a successful family meeting, which is an essential ingredient for managing wealth across generations and ensuring families achieve their ultimate goal of sustaining family unity, maintaining wealth, and preserving the family legacy.

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