Family Office Services - Family Meetings
Family Meetings
In Brief
- Learn why family meetings are a vital tool to promote transparency, build trust, share values, and set expectations to reduce future conflicts.
- Review key logistics for planning your meeting, from choosing a location (a neutral office vs. an informal home) to deciding which family members, spouses, or professional facilitators to include.
- Discover how to run a productive meeting by setting a clear agenda, establishing ground rules for communication, and constructively managing emotions or disagreements.
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Clients who need compassion, experience, and knowledge can turn to Boswell PLLC for help with their estate planning needs. Our Dallas office serves those in Dallas and throughout the State of Texas.