Monon Wealth Management | Carmel, IN

The decisions families make about their wealth—how to manage, transfer and spend it—can lead to serious conflicts among family members.  With affluence comes the risk of family in-fighting that can damage a family’s financial position and even ruin intra-family relationships forever.  The good news: It doesn’t have to be that way.

This Whistle Stop Report, The Value of Multigenerational Family Meetings, reveals a formal process used by ultra-wealthy families to educate heirs and potential heirs about sound financial decision-making, to identify shared family financial values and to maintain (and grow) family wealth in a unified and harmonious manner.

Click Here for our full report The Value of Multigenerational Family Meetings