Monon Wealth Management | Carmel, IN

Wealth and family can be a tricky mix. Affluence can help families realize their shared vision. But it also can create resentments and rifts that could potentially damage a family’s financial position, and cause estrangement among family members.

That’s why helping your family achieve and maintain family harmony can be one of the smartest moves you can make. In this Whistle Stop Report, ”We the Family”: The Benefits of a Family Constitution, you’ll discover how to create and implement a plan for family-focused financial decision-making that honors your loved ones’ wants, needs, values and more.

Click Here for our full report “We, the Family”: The Benefits of a Family Constitution