Description

Do you know how to prepare for the successful transition of family wealth?

You’re about to find out.

In today’s episode, Tim Scannell discusses a powerful tool that helps families pass on their legacy to their heirs—family meetings.

Here’s what you’ll learn about in today’s episode:

• The primary goals of multigenerational family meetings
• Tim’s approach to introducing his clients to the concept of family meetings
• The importance of transferring wealth as well as the history behind the wealth
• How Tim conducts a multigenerational meeting from start to finish
• What a lifelong learning plan is
• And more!

Tune in now to learn all about multigenerational family meetings and how Tim Scannell can help you!

Resources:  HighTower Great Lakes |

Hightower Advisors, LLC is an SEC registered Investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.