Family meetings

An important step in successful wealth planning

Few things are as important as your financial legacy and the well-being of your heirs. While traditional estate planning is a fundamental component of wealth planning, three often- overlooked factors actually have the greatest influence on a family’s ability to successfully transition its wealth:1

• Strong communication and a sense of trust among family members.
• Thorough preparation of heirs.
• A cohesive purpose for family wealth.

As you can see, communication and preparation are vital. That’s why structured family meetings are an important part of wealth planning.

Paving the way for a smooth transition

Structured meetings can help you open a dialogue about important issues, strengthen family harmony and trust, and educate and prepare your heirs for future responsibilities.

A foundation of communication and cooperation will enable your family to more readily avoid common challenges during transition, such as family feuding, litigation, and poor investment decisions, all of which can lead to an unnecessary loss of assets.

What to expect

Typically, meetings provide a forum for collaborative discussion among all family members, with the goal of mutual understanding and consensus. However, each meeting should be shaped to meet the particular needs of your family.

We can help you develop an appropriate agenda. Meeting topics may include:

• Responsibilities and expectations.
• Education of heirs.
• Shared philanthropy.
• Family history and enduring values.
• Family mission statement.
• Preparation for wealth transition.

Talk to Us

In addition to helping, you determine an agenda, Wealth Horizon can also assist in facilitating your family meetings. This has two benefits. First, the meetings will be formally guided by an impartial moderator. Additionally, over time our team will get to know the unique preferences and personalities of each family member, which will strengthen our ability to provide support during the eventual transition of your wealth.

Work with Certified Industry Professional

Jerrí Hewett Miller CFP®, RICP, BFA


As Seen In

As Seen In

Are you seeking the confidence to move forward?

Schedule some time with us to talk and see if we’re a good fit for each other.

Securities offered through LPL Financial, Member of the FINRA/SIPC. Advisory services offered through IFG Advisory, LLC., a Registered Investment Advisor. IFG Advisory, Integrated Financial Group, and Wealth Horizon, Inc. are separate entities from LPL Financial.

FIVE STAR Wealth Manager Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2014-2019 Five Star Wealth Managers.

Women’s Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S. As of January 2018, of the 848 considered for the Women’s Choice Award, 145 were named Women’s Choice Award Financial Advisors/Firms. The Women’s Choice Award Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. The inclusion of a financial advisor within the Women’s Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified or its partners and affiliates and is no guarantee as to future investment success.

The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states:
 AL, CO, FL, GA, IN, KY, MD, MI, NC, OH, RI, SC, TN, TX, VA.