M Advisor Podcast: Financial Clarity for Physicians

Family Meetings


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Family financial meetings are a tool used by many high profile and high net worth families to make sure massive wealth doesn't erode family values. I think the family financial meeting translates to a much broader audience to intentionally verbalize and pass on family culture, stories, and values, as well as preserve open communication about how the family financial plan is structured.
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M Advisor Podcast: Financial Clarity for PhysiciansBy Paul Morton, CFP®