Are you overdue for a family meeting? For us, these meetings are an opportunity to gather everyone in the family for a high-level overview of what we are doing for you. Sometimes, we answer questions about our investment approach and your key goals; other times, we might discuss important estate management issues. We always suggest a review of where your important documents are kept. It’s also a chance to emphasize that everyone can come to us with questions or concerns and that we’ll always be there for them. If your family members are ready to begin a relationship with us or to have us evaluate their existing financial strategy, we welcome that. Others simply appreciate knowing that their personal finance matters are being monitored and enjoy meeting the people they have entrusted to manage the overall approach. We believe family meetings are valuable. Many of our clients make them annual events. Over the years, we’ve seen these meetings deepen relationships, encourage communication, help address conflicts, and lay the groundwork for good teamwork. If it’s been a while since you’ve had a meeting like this, think about bringing everyone together to discuss your financial strategy and goals. If you are interested, please let us know, and we can work on setting something up virtually or in person. As always, thank you for your trust. Best, |
This material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named broker-dealer, state- or SEC-registered investment advisory firm.