The Wealth Experience

Meet The Family - Part 1


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In Part 1 of the two-part series Ruth Steverlynck and Paul Attia discuss how formal family meetings can optimize communication patterns – leading to more efficient and successful decision-making. As most Advisors know, one of the most common causes of poor decision-making is “sub-optimal” communication. This is especially true for families, where there is so much ongoing chatter that it can be difficult to see the forest for the trees. Ruth and Paul offer suggestions for how to pull off a good family meeting – allowing you to quarterback a discussion that keeps everyone engaged, and most importantly, excited for the next one.

Disclosures:

The comments contained in this podcast are general in nature, provided for information purposes only, and do not constitute legal, investment, trust, estate, accounting or tax advice. They are provided for general guidance, based on information believed to be accurate and complete, but we cannot guarantee its accuracy or completeness. Unless otherwise qualified, any opinions, estimates and projections in this report are those of the speakers as of the release date, are subject to change without notice, and may not reflect those of BMO Private Wealth. This podcast may not reflect all available information.

BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

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The Wealth ExperienceBy BMO Wealth Management

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