Anyone hoping to be intentional with their money should consider family meetings. These meetings take various forms, and can occur with or without a financial advisor. However, they can work best when used to prompt conversations about family values and how money can be used in support of those values. Additionally, they’re a great venue for discussing intentions and expectations—both of which can go a long way to preventing misunderstandings and feuds in the future.
Quorum Managing Partner Kelly Milligan shares the firm’s approach to family meetings, including when it makes sense to use a financial advisor.
Learn more at QuorumPW.com
