The Wealth Experience

Shared Values for Shared Success


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Not all values within a family are shared by everyone – but those that are form the bedrock of the most effective, long-lasting decisions. In this episode, Ruth Steverlynck and Michelle Osry reflect on the importance of these shared values, and of having predictability within the family. 

Resources:

Dennis Jaffe – “Value Edge” Cards http://dennisjaffe.com/family-meeting-tools/ 

Carol Newell – “Reweaving Wealth” https://reweavingwealth.com/

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.

® Registered trademark of Bank of Montreal, used under license.

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The Wealth ExperienceBy BMO Wealth Management

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