The Power of Family Meetings: Building a Strong Foundation for Multi-Generational Wealth Transfer
Kris Yamano
Successful families can create lasting legacies that span several generations by executing strategic wealth planning techniques and employing a long-term approach to educating and skill building. Family meetings provide more than an opportunity to get everyone together – they should be issue-focused and used to accomplish one or more objectives as discussed by Crewe Advisors Partner, Kris Yamano.
