Family Meeting Questions

The stage is now set. The family have committed to a meeting. Further, the initial homework has been done with everyone completing their Financial DNA® Profiles, Family Quality Life Review and other pre-meeting exercises. Remember, there are a lot of settings for a family meeting. Further, there are a lot of times when key questions can be asked. Questions can be asked during meetings with professional advisors, whilst on vacation, over dinner at the family home or in more formal settings such as during a family retreat. The issue is now what questions will be asked at the family meeting?