In this Forbes article, our founder, Sharon Olson, CFP®, CEPA explains that regular, structured quarterly family meetings are a powerful yet underused wealth‑planning tool because most multigenerational wealth is lost due to poor communication, lack of trust, and unprepared heirs rather than bad investments. She emphasizes that these meetings foster open dialogue, transmit family values, build financial literacy, and create shared purpose when treated seriously but with emotional openness and flexibility.
