As your Family CFO, we are committed to guiding you through the intricacies of estate planning. Our family meetings are a cornerstone of this process, providing a collaborative space to discuss and align on the future of your estate.
Charting the Course Together
Estate planning is a journey we embark on together, ensuring your legacy is preserved according to your wishes. In our family meetings, we’ll delve into the distribution of assets and the roles each family member will play. It’s a time for open dialogue, where concerns can be addressed, and everyone takes part in discussing the shared vision for the estate’s future.
Setting Goals as a Family
Setting clear, achievable goals is vital in estate planning. During our family meetings, we’ll outline objectives that reflect your family’s values and aspirations. Whether it’s planning for future generations or arranging the smooth transition of assets, we’ll work together to create a roadmap that secures your family’s legacy.
Strengthening Family Bonds
These meetings are about more than just financial discussions; they’re about nurturing the relationships that make your family unique. They encourage open communication, foster understanding, and promote collaboration. When everyone is involved in the decision-making process, it can strengthen the family unit and commitment to the shared legacy.
Moneta is here to support you in creating a legacy that reflects your family’s values and stands the test of time. Our family meetings are an essential part of this process, ensuring that your estate planning is a collaborative, inclusive, and well-informed journey. Together, we’ll build a strong, united front that honors your wishes and secures your family’s future.
DISCLOSURES
© 2024 Advisory services offered by Moneta Group Investment Advisors, LLC, (“MGIA”) an investment adviser registered with the Securities and Exchange Commission (“SEC”). MGIA is a wholly owned subsidiary of Moneta Group, LLC. Registration as an investment adviser does not imply a certain level of skill or training. The information contained herein is for informational purposes only, is not intended to be comprehensive or exclusive, and is based on materials deemed reliable, but the accuracy of which has not been verified.
Trademarks and copyrights of materials referenced herein are the property of their respective owners. Index returns reflect total return, assuming reinvestment of dividends and interest. The returns do not reflect the effect of taxes and/or fees that an investor would incur. Examples contained herein are for illustrative purposes only based on generic assumptions. Given the dynamic nature of the subject matter and the environment in which this communication was written, the information contained herein is subject to change. This is not an offer to sell or buy securities, nor does it represent any specific recommendation. You should consult with an appropriately credentialed professional before making any financial, investment, tax or legal decision. An index is an unmanaged portfolio of specified securities and does not reflect any initial or ongoing expenses nor can it be invested in directly. Past performance is not indicative of future returns. All investments are subject to a risk of loss. Diversification and strategic asset allocation do not assure profit or protect against loss in declining markets. These materials do not take into consideration your personal circumstances, financial or otherwise.
