Planning

How To Have A Successful Family Meeting

Let’s be honest. Talking openly about finances with your family can be uncomfortable. Yet it’s a critical part of ensuring your heirs become good stewards of your wealth. At Altavista Wealth Management, we’ve established a method that allows us to facilitate productive family meetings that lead to open communication, unity, and stronger family bonds. Watch this video now to learn the four biggest reasons why you should host a family meeting—and how we at Altavista Wealth Management can help.