CHAPTER 17Family Meetings
Preparation
Families meet about all sorts of matters related to financial capital. For example, many hold quarterly or annual meetings with advisers to go over investment performance. The agendas for such meetings are usually driven by the advisers, who also manage the meeting process.
Some families also have meetings to attend to their complete family wealth. Such meetings touch upon intangible matters, such as values, wishes, concerns, even conflicts. As such, they can be wonderful and they can be challenging. The family must own the agenda. And managing the process usually requires a fair degree of preparation and skill. As a result, most families approach holding a true family meeting or a family retreat with ...
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