Webinar Recording: Family Meetings

group of people standing near white building
by Advice Chaser
by Advice Chaser

For a family to keep and grow its wealth over generations, family cooperation is essential. Every member of the family should understand and participate in the family’s goals and long-term plan. This webinar addresses the dynamics of running a family meeting and possible topics including finding your family’s purpose and educating family members in basic financial literacy. Josh Kanter, our presenter for this webinar, has assisted families in their long-term planning for years as well as running his own family office. He provides valuable insights into generational wealth and the family organization it takes to keep it.

Want to Learn More?
Josh Kanter spoke about this topic in two other webinars with Advice Chaser. Find them here:
Leaving a Legacy Beyond Inheritance Part 1
Leaving a Legacy Beyond Inheritance Part 2

You might also enjoy

Ready to Get Started?

Advice Chaser includes people from all walks of life, committed to helping you find the advisor you need and at no cost to you.

Interested in more?

Your financial plan is as unique as you are. We partner with businesses all over the U.S., so that we can help you connect with the right options, all at no cost to you.