Family Financial Roundtable

The Family Financial Roundtable has been created to enable these conversations in a safe, open and honest environment. Through these meetings, we help your family talk about your financial matters together. Our team works with your family to ensure these conversations are respectful, accountable and relevant to your family’s unique needs.

The Family Financial Roundtable will help your family develop:

  • Clear agreements and understandings about the future of your wealth
  • Effective and profitable businesses and investments
  • Clarity of roles and relationships in management and governance
  • New leadership and the passing of responsibility, ownership and capabilities
  • Individual development of skills to deal with financial complexity and expert advisors
  • Positive supportive relationships amongst family members
Family Financial Roundtable Diagram