The Wealth Stream Podcast

The Wealth Stream Podcast


Episode 7 – Multigenerational Family Meetings

May 01, 2019

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 … Continue reading Episode 7 – Multigenerational Family Meetings →