Talking about money with anyone
can be an uncomfortable conversation.
Rope your family into that chat,
and things can get even more awkward.
You've worked hard to build your wealth.
You most likely want your family
to benefit from that hard work
long after you're gone.
But in order for your family
to know your wishes,
you have to communicate what they are
exactly.
That doesn't mean
they find out when your will is read
and you're long gone.
They need to know before that
where you want your money to go,
your philanthropic desires
and expectations,
and if this situation applies to you,
how to keep the family business intact
and thriving for years to come.
The old proverbial saying,
Why?
I believe it's because people fail
to have the hard conversations
about the future of their money.
It may be uncomfortable,
but sometimes you have to get comfortable
with being uncomfortable.
In our experience,
these conversations are best
had in a professional setting,
scheduled and documented.
We can be a resource
for you to hold this type
of family governance meeting.
It is important that
everyone's role is defined
and expectations are clear.
The ultimate goal is for your family
to understand what the future looks like
so they can prepare to meet
those expectations.
It's a chance to share the "why"
behind your wealth,
explain the work it's taken
to get where you are today
and why it's important
that your legacy thrives in the future.
You're not only looking
at preserving your wealth long term,
but preserving the unity
in your family for years to come.
Your time is precious.
Let's make it count.