Family Meetings


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“Family Meetings can be opened to any page and valuable information appears . . . understandable and highly useful.” – Robert A. Kenny, Ed.D. North Bridge Advisory Group

“To be an effective family requires effective communication. This book gets to the core of how to use family meetings for open, honest and safe communication, leading to a stronger, more cohesive family.” – Jill & Rob Clevelend, Caterpillar Dealer, New York

“This is a treasure trove of ideas, examples and specific protocols that advisors can employ in many different types of meetings, conversations and communications with clients.” – Judy Beatrice, Practice Management Specialist

“Family Meetings is a highly readable guide to developing strong communications among the generations, encouraging family love and unity.” – Lorrie Schwan, Family Trustee

Product Description

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
  • Selct 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.

Product Details

Paperback: 153 pages
Publisher: Institute for Preparing Heirs
ISBN: 978-0-692-02024-1

Additional information

Weight 6.2 oz
Dimensions 7 × 5 × .375 in

Family Meetings

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