Educational Events

Critical Family Communications for Wealth Preservation

The ability to have open and honest family communications about money may be the most essential determinant for maintaining wealth into the future. Yet even in families with the healthiest relations, financial conversations can be difficult and fraught with anxiety.

At an in-person event, attendees heard from experts in family communications on ways to have productive dialogues about wealth. The program also included a review of critical financial information to share across a family.