Family Meetings

Because our office has worked with many different families, we know the various challenges that may arise among multiple generations. We utilize family meetings to discuss the challenges and opportunities that wealth brings and provide a proactive approach to the wealth transfer process.

In practice, this means having a clearly articulated decision-making and communication process, which can be achieved, at least in part, by engaging our families through regular meetings. Family engagement is essential to engage in thoughtful planning and prepare the family for various future outcomes and for Kingsbridge to ensure we fully understand your unique family dynamics.

Family meetings also facilitate the ideal environment to devise solutions that best navigate the complex challenges ahead, such as the wealth transfer process. Combined with thoughtful planning and education, they provide the necessary grounding for taking the next steps with confidence.