Oct 1 2020 2:00PM

Family Cohesion, Family Values and Family Wealth

This timely webinar will educate estate planners on pandemic statistics impacting family dynamics—and assist trusted advisors as they help families embrace their new normal, moving into their future and creating a comprehensive Family Wealth Plan in a pandemic era.

• Discovery questions which will help you gauge how family dynamics, values, and guiding principles shifted during the pandemic, which can be used to facilitate an improved family succession plan.
• To identify how strengths and deficits of each family member came to light during this time period and how to utilize this information to provide guidance on how to evolve and bolster current family mission and purpose statements and determine the best role of each family member in the family governance structure.
• How time, work, travel, and sharing space changed during this time period and to how deliver a structure that offers families a way to keep family knowledge, wealth, and values flowing for generations and that fits into their new way of living before, and when, a vaccine is available.