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Pro Money Talk » 2005 » July

Archive for July, 2005

Create a family legacy and inspire harmony

Monday, July 25th, 2005
 
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Starting with this weeks show we’ll be focusing on only one major educational topic per week. In this show, Peter finishes his discussion of communication in family wealth family and gives information about:

+ Who benefits from family communication in estate planning.

+ Satisfaction, security and relationships of the heirs.

+ Developing a family mission statement.

+ How to bring the family closer through open discussion.

+ Creating a family advisory board.

+ How to have an open discussion when the fear of tension or animosity is present.

We also are starting a new segment with this week’s show: client success stories. Peter is beginning work on a book that will serve to educate and inspire it’s readers, so if you or anyone you know has a great financial success story, please send it in.