FAMILY MEETING //
Make your plan a family story—told together.
The Family Meeting creates shared context and reduces future conflict. We facilitate a values-first conversation that clarifies principles, roles, and decisions—so stewardship feels intentional, not accidental.
Who should attend
Parents/grandparents (decision-makers)
Adult children or beneficiaries
Trusted professionals (as needed): legal/tax
WHAT HAPPENS //
The format and agenda
Pre-work: 5-minute Financial Values Quiz + brief intake calls
Session (90–120 minutes):
Values & vision
Roles & readiness
Decisions & documents
Continuity & cadence
Deliverables: Written values statement, action list (owners & dates), recap memo
Follow-ups: 30-day and 90-day check-ins
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Moves “unspoken” into “understood”
Reduces guesswork for executors & trustees
Equips next-gen with clarity and confidence
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Retirement or business-sale transitions
Blended families and complex beneficiary maps
Charitable strategy & “giving while alive”
Transfer more than wealth. Transfer wisdom.
Discretionary management means we act on your behalf within an agreed mandate—so your plan keeps moving, even when markets are noisy. We operate to a fiduciary standard, put your interests first, and document decisions you can review. That lets us rebalance when needed, add or trim exposures, and maintain discipline through volatility.
What happens
Values & vision
Roles & readiness
Decisions & documents
Continuity plan
A shared values statement
Clear roles, decisions, and next steps
Fewer surprises—and fewer points of conflict—later on
What you’ll leave with
5-minute Financial Values Quiz (pre-work lead magnet)
Post-meeting recap + 30/90-day follow-ups