Family Meetings
Have you heard of the third-generation rule? The concept goes like this… the first generation makes the money, the second spends it, and the third loses it all. You’ve worked too hard to have this happen to your family. We want to help you break that cycle.
In this video, we discuss:
- The Importance of Family Meetings: Involve your kids now to guide your family's future and set them up for success.
- Estate Planning: Communicate your wishes to help the next generation inherit money wisely.
- Personal Stories: Learn how financial literacy has shaped our lives and the value of open conversations about money.
- Tools We Offer: Discover the Vault, a secure place to store sensitive information.
At TEN10 Wealth Management, we believe that connecting generations through family meetings is an important aspect to help you maintain and grow your legacy. Schedule a family meeting with us today and let’s build a lasting legacy together.
