(#115) What Would An Advisor Say About Creating A Financial Plan For The Family?


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Traditionally, creating a financial plan is not a one-man sport. Even those who have no children or spouse, still outline what they want to happen with their wealth after they pass. This could include philanthropic intentions, an inheritance to a niece or nephew, or a close friend that they grew up with. Regardless of your current situation, whether you have no family members or 10 beneficiaries, it is important to establish guidelines and expectations on how the money is to be distributed and under what circumstances, those distributions will be made.

Today, I want to talk about how might we help families to purposefully navigate the intergenerational complexities of family wealth dynamics and governance. Governance in this case, being “how we execute this strategy”.

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