{"id":1087,"date":"2024-04-02T09:59:03","date_gmt":"2024-04-02T13:59:03","guid":{"rendered":"https:\/\/www.gabridgeco.com\/?p=1087"},"modified":"2024-04-02T09:59:05","modified_gmt":"2024-04-02T13:59:05","slug":"do-you-need-a-family-financial-summit","status":"publish","type":"post","link":"https:\/\/www.gabridgeco.com\/2024\/04\/02\/do-you-need-a-family-financial-summit\/","title":{"rendered":"Do You Need a Family Financial Summit"},"content":{"rendered":"\n
A Family Financial Summit might be a new concept for many of you, so let\u2019s start by defining it before delving into whether or not you need it. Essentially, it\u2019s a family meeting that allows for the sharing of financial values and goals. <\/p>\n\n\n\n
It can be helpful in aligning expectations about inheritance, responsibilities, and the legacy the family wishes to build. By discussing these topics in advance, families can ensure that everyone is informed, prepared, and in agreement with the strategies and plans in place. <\/p>\n\n\n\n
Few families have these types of meetings, and if they do, the conversations can be complex and emotional. Why not involve your financial advisor? We can help make this a productive experience that benefits everyone involved. A little bit of structure and neutrality can go a long way.<\/p>\n\n\n\n
In determining whether or not you need a Family Financial Summit, it might be helpful to consider the wide range of topics that could be addressed. The following list is likely too long for one meeting, but it should help in creating your own unique agenda: <\/p>\n\n\n\n
Preparation is key to a successful discussion. This involves setting clear objectives to guide the conversation, choosing the right location, and drafting an agenda in collaboration with your financial advisor. This groundwork helps in creating an environment that\u2019s suited for open and productive dialogue.<\/p>\n\n\n\n
Is this concept for you? That\u2019s for you to decide, but we\u2019re happy to help. For many, the benefits are too great to be ignored. These conversations are an investment in your family’s financial health and harmony, ensuring that wealth serves as a tool for unity rather than a source of division.<\/p>\n","protected":false},"excerpt":{"rendered":"
A Family Financial Summit might be a new concept for many of you, so let\u2019s start by defining it before delving into whether or not you need it. Essentially, it\u2019s…<\/p>\n","protected":false},"author":37,"featured_media":1088,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"post_statement":"","post_description":"","post_cta":"","post_button":"Read More","post_button_url":"","footnotes":"","compliance_id":"","post_disclaimer":""},"categories":[1],"tags":[],"yoast_head":"\n