Family Building: Between Parenting and Grandparenting
Family Building answers the question, “What plans do you have with your adult children?” In partnership with the Ron Law, MD, Family Building Institute, EKS&H is proud to provide clients a variety of informative and educational opportunities to “build family” and develop governance strategies. Clients can learn about Family Building in Dr. Law’s 7-Step Guide:
- Grow your knowledge
- Start young
- Discover the mission
- Create your program
- Fund the process
- Execute execute
- Enjoy the ride
Fundamental to Family Building is having "Meaningful Conversations" that are important to both generations. Once effective generational conversations take place, generational challenges can be overcome.
EKS&H has partnered with Dr. Law to develop unique Meaningful Conversations for EKS&H clients. In addition to these Meaningful Conversations, our experienced EKS&H wealth advisory professionals will assist clients by facilitating other kinds of family meetings, including group goal setting, family education planning, philanthropic decision making, and more.
Family Building Meaningful Conversations center around five areas:
- The essence of family
- Family financial matters
- Family as a complex organization
- Family wealth challenges
Working together, our team can help you determine the right course for successful family wealth management.