Yes. We see the client’s immediate family as frequently being an integral part of a comprehensive plan, so we welcome meetings with the entire family at the client’s discretion. For example, we have helped our clients’ children or parents with their own financial questions. In some situations, these family members decide they could benefit from an integrated, comprehensive solution and become clients themselves.
As a family-owned, multi-generational firm, we have a unique perspective on the family-wealth dynamic. We are often involved with coordinating a “family office” meeting to discuss wealth transition, estate planning or business succession.