Do You Need a Family Financial Summit?
A Family Financial Summit is a family meeting that allows for the sharing of financial values and goals. This can be very helpful in aligning expectations about inheritance, responsibilities, and the legacy your family wishes to build.
Here are a few topics you could go over in a potential Summit:
- Inheritance and Wealth Distribution
- Financial Responsibilities
- Estate Planning Details
- Family Legacy and Philanthropy
- Investment Strategies and Management
- Education Funding Strategies
- Budgeting and Living Within Means
- Insurance Planning
- Tax Planning and Efficiency
Preparation is key for a successful discussion. Set clear objectives, choose the right location, and draft an agenda in collaboration with your financial advisor.
If you need help forming your Family Financial Summit, we’re happy to help. These conversations are a great investment in your family’s financial health and harmony.
Spotlight
Mazel Tov!
Emma Katz and her entire family celebrated her Bat Mitzvah. The family spent time together hiking the Flat Irons and enjoying the beautiful scenery in Boulder Co. (picture of Linda, Eden, Emma & Howard)
Prom Night
Tyler Coleman and his date Samantha enjoyed the Johns Ferry Christian Academy Prom. They went out with a group of 20 couples to dinner and enjoyed dancing at the prom.
Justin’s Market Musings | Never confuse a bull market with Brains… | Nov 15, 2024
I just feel now is a good time to pull out one of my favorite Wall Street adages….” Never confuse a bull market with brains.” This market has been on a heck of a run, and the...
Check out our blog! We post timely articles guaranteed to pique your interest and help with your financial journey.
Articles
How a Financial Advisor Can Help Lower Your Tax Bill
The Neverending Pursuit of Money
For You
Make sure you see the key financial data for this year to be on the right track.
