Estate plans are designed to take care of assets, not necessarily family relationships. Family legacies are built on relationships, and relationships build on communication skills. Family leaders who take time to invest in trust and communication skills are far more successful in maintaining family harmony and control of assets. Join us to learn the: Impact of family dynamics and what separates families that are successful from families that are not
Approaches to minimize common risks to both financial assets and the family unity
How to identify necessary roles for family members and engage the next generation
What you can do today to prepare your family and start the conversation.
Speaker - Virtual(s):
Masters in Somatic Coaching,
President & CEO,