Episode 7 – Multigenerational Family Meetings
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Do you know how to prepare for the successful transition of family wealth?
You’re about to find out.
In today’s episode, Tim Scannell discusses a powerful tool that helps families pass on their legacy to their heirs—family meetings.
Here’s what you’ll learn about in today’s episode:
- The primary goals of multigenerational family meetings
- Tim’s approach to introducing his clients to the concept of family meetings
- The importance of transferring wealth as well as the history behind the wealth
- How Tim conducts a multigenerational meeting from start to finish
- What a lifelong learning plan is
- And more!
Tune in now to learn all about multigenerational family meetings and how Tim Scannell can help you!
Resources: HighTower Great Lakes |