family meetings Archives - Legacy Capitals Academy

Family Meeting Invitation Scripts – Advisor to Family & Client to Family

Find scripts that advisors and family members can utilize to invite family members to family meetings.

This video and accompanying article offer some key logistics tips to have an effective virtual family meeting.

This podcast, produced by the National Family Office Forum, discusses how families of wealth can operate like a successful company.

This video outlines the foundational elements necessary to create a successful family meeting.

This three-part video series outlines how to best design and implement a successful family meeting.

This video discusses how wealth can impact relationships.

This article outlines a scripted conversation designed to help parents and their adult children connect and communicate.

In this article, published by Private Wealth Magazine, Dr. Richard Orlando discusses how to develop the 'perfect' Family Meeting.