Family Office Services - Transparency With Future Generations

Transparency With Future Generations

In Brief

  • Understand why transparency is crucial for building intergenerational trust, preparing heirs to be responsible stewards, and reducing the risk of family conflict.

  • Learn what to communicate, including family values, estate structures, succession plans, and intentions, without necessarily disclosing exact dollar amounts.

  • Discover practical advice on how and when to start these conversations, such as tying them to life milestones or using structured family meetings.

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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.