<p>Family Meetings is an easy-to-follow how-to guide for setting up and hold a family meeting. It offers agendas along with suggested topics and guidelines for conversations that move the family toward lasting harmony. Family Meetings tells the family how to: - Invite the family, beyond bloodlines - Involve all family members - Develop an agenda with input from all family members - Allow family members to lead the meeting - Select the venue and even set up the room for the best results - Identify rules for behavior and attendance - Actions to take when a family member says "no thanks" to participating - Select topics to discuss in the first family meetings As a bonus, Family Meetings includes seven topics, along with guidelines, for families to follow to initiate new family conversation . . . beyond the money.</p>

Family Meetings: Creating fun, meaningful conversations . . . beyond the money

Vic Preisser

Parenting & Relationships

Institute for Preparing Heirs

Executors, Trustees & Beneficiaries

Vanessa Terzian

Reference

Self-published

<p>Preparing Heirs discloses the surprising findings from the authors' research into the legacies of 3,250 wealthy families. With extraordinary insight, they reveal what the relatively small number of successful families had in common-how they achieved and maintained family harmony, and ensured the smooth transition of their wealth to well-adjusted heirs. They also warn of the wide range of factors that cause the majority of wealthy families to fail in their transition. Preparing Heirs offers clear, concise, well-organized, and easy-to-follow instructions that will enable you to evaluate your plan for transitioning family wealth. Preparing Heirs is an assessment tool that can be used in conjunction with the services of qualified professionals such as attorneys and accountants. It addresses the major causes for the 70% failure rate in estate transitions, which lie within the family itself and are within the family's control. This book can help you develop a plan to transmit the family values underlying the accumulation of wealth and prepare your heirs to be good stewards and thoughtful administrators of that wealth.</p>

Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values

Politics & Social Sciences

Roy Williams

Sociology

Robert Reed Pub

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Books by Vic Preisser