Family Meetings

M Advisor Podcast: Financial Clarity for Physicians di M Advisor

Note sull'episodio
Family financial meetings are a tool used by many high profile and high net worth families to make sure massive wealth doesn't erode family values. I think the family financial meeting translates to a much broader audience to intentionally verbalize and pass on family culture, stories, and values, as well as preserve open communication about how the family financial plan is structured.
Parole chiave
financial planninglegacyestate planningphysiciansdoctorspractice managementbalance sheetfinancial statementfinancial advisor