Family succession meetings are an opportunity to listen and build trust—helping to preserve relationships during and after a transition. In this episode of Building More Than Business, our hosts talk with Senior Wealth Planning Strategist April Zee about how structured, thoughtful meetings can turn emotional conversations into productive planning. You’ll learn how to build trust and avoid the missteps that often derail progress.

Family meeting resources

Check out resources from this episode to help guide your family's succession discussion.

• Family meeting overview
• Family meeting kickstart

Learn more at firstcitizens.com/building-more.