Mitigating Risk in Family Decision Making
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Mitigating Risk in Family Decision Making
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Are you ready to make decisions as a family? How do you prepare your family and next generation for what the future holds around your family’s wealth? Join Chief Experience Officer, Allison Comeau and special guest, Patrick O’Connor, Founder of Blackwood Family Enterprise Services as they delve into the importance of planning with your family, and not for your family. What are the key success factors? When is it the right time to start planning? What role does family values play and how important is it to have defined your vision? How should you approach making complex decisions and what resources are available? Allison and Pat address these questions and provide their recommendations on how to get started, including some great book recommendations. Visit grayhawkwealth.com to learn more.
Show Notes:
Book Recommendations that are mentioned:
Dr. Jim Grubman: Strangers in Paradise Home - James Grubman, PhD
Tom Dean: Willing Wisdom Willing Wisdom