Facilitating Family Meetings

Is intergenerational wealth transfer a concern for your clients?

Well, it might be time to get all generations together in one room and have a family meeting! 

This week on the Always On podcast, Duncan MacPherson and Tom Deans discuss how successful advisors use "facilitated family meetings" to help their clients with a smooth wealth transfer.

Tune in now, or download this episode for later by clicking here: paretosys.co/AODM_ep56