The Multigen Family Wealth™ Program will provide a roadmap of communication and activities to keep the dialogue going throughout the year while having continuity of high, moderate and low personal touches. The program is designed to include:

  • Guidance for talking points with clients
  • Compliant letters introducing family wealth guidance topics with call to action
  • Understanding Family Communication Dynamics Guidebook
  • Engaging Call to Action steps

Would you like more information?

Email Us: