April 13th, 2020
INTRO: Whether you’re together or separated from your family members right now, we know you’re doing your best to stay connected, and desiring to have meaningful conversations, but may be unsure where to begin. All of us are working to make vital pivots to adapt to this new reality, and facing unique challenges. None of this is easy. We are committed to serving you during this challenging time, so we’re sharing talking points and activities we commonly use in family meetings and workshops. We encourage you to implement them on your own and with your family to open dialogue and inspire you to thrive together.
Click HERE to open the video transcript.
IN CASE YOU MISSED IT: Grab three sticky notes and watch this video for an exercise you can do with your family to expand your perspective on your TRUE net worth. This is a great activity during this time when financial markets are shaken, because it reinforces that our family’s worth includes far more than just financial capital.
SCHEDULE A CALL WITH US
Learn more about how we help families and their advisors. Submit the form below today.