Building and Sustaining Family Wealth: The Importance of Family Meetings
As an expert in family dynamics, governance, and education, our founder, Josh Kanter, frequently speaks about the importance of family meetings for high-net-worth (HNW) and ultra-high-net-worth (UHNW) families. In the first of a three-part series with Advice Chaser, Josh sits down with Daniel Baumgartner, Founding Partner at Terra Nova Asset Management, to discuss some of the nuanced and essential details that make running a family enterprise successful.
It's a natural impulse to want to provide for your family with any wealth you have. But how can you organize your family well enough to manage your estate together? This webinar addresses the dynamics of running a family meeting and possible topics including finding your family's purpose and educating family members in basic financial literacy.