Episode 80: Facilitating Important Family Conversations (Part 2)

Karl Frank, CFP, Jeff Krommendyk and Nathan Merrill continue to interview Shawn Barberis, JD, who is an expert on facilitating important family conversations about legacy. Legacy is often discussed but rarely acted upon. Shawn shares some of the history of legacy conversations:How Shawn got into the business, and created the technology and processes.What the process looks like for new clients. This includes 30 minutes of homework for each and every family member, each and every month, for the first six months.The research on families who have successfully transferred the financial and non financial assets over generations.Shawn shares practical advice and offers a way to facilitate communications about the topics that are most important to many people. What does this money mean? What stories do you want to share? What are the values? By creating a shared values list, Shawn’s team helps families create a family values mission statement. And make sure to listen to the end of the podcast when we discuss how Shawn can help disinterested, intimidated (bored?) new generations get interested, involved and feel like they are making a difference. He also offers advice about how to get an older patriarch who wants to maintain control involved, and willing to be vulnerable.Learn more about Shawn and his company, More than Money 360, at his website,  www.morethanmoney360.com , or email him at [email protected]. Make sure to schedule a free discovery meeting, here: https://www.assetsandincome.com/our-process-our-promise/  Expert Network team provides free consultations. Just mention that you listened to the podcast. Nathan Merrill, attorneyWorking with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservationGoodspeed, Merrill(720) [email protected] Smith, attorneyHelping affluent families build their legacy through complex estate planningGoodspeed Merrill(720) [email protected]  Karl FrankFinancial planner helping a small number of successful families grow and protect their wealthCERTIFIED FINANCIAL PLANNER™A&I Wealth Management(303) [email protected], Podcasts, Streaming Video, Streaming AudioA&I webcasts, podcasts, streaming video, or streaming audios are provided free of charge solely for use by individuals for personal, noncommercial uses, and may be downloaded for such uses only, provided that the content is not edited or modified in any way and provided that all copyright and other notices are not erased or deleted.All webcasts, podcasts, streaming video, or streaming audios are subject to and protected by U.S. and international copyright laws and may not be sold, edited, modified, used to create new works, redistributed or used for the purpose of promoting, advertising, endorsing or implying a connection with A&I.A&I reserves the right, at any time and for any reason, to stop offering webcasts, podcasts, streaming video, or streaming audios and to stop access to or use of webcasts, podcasts, streaming video, or streaming audio and any content contained therein A&I shall not be liable for any loss or damage suffered as a result of, or connected with, the downloading or use of the webcasts, podcasts, streaming video, or streaming audios.A&I Wealth Management is a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the presenter on the date of the podcast and are subject to change. The information presented is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any of the securities discussed. You should consult with a professional adviser before implementing any of the strategies discussed. Any legal or tax information provided in this podcast is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation.