Family Review Meeting

Wealth transfer is an evolving process that takes a considerable amount of thought and planning. It goes beyond the transition of your wealth and preparing your heirs for their inheritance; it’s about reinforcing your vision and values for the next generation. An important tool in that process is a family wealth meeting.

At Richards & Cady Wealth Advisors, we have over 40 years of multi-generational wealth advisory experience. Our clients and their families have found value in facilitated family meetings and the opportunity for those individuals involved to meet with our financial advisory and service team to ask questions and gain a better awareness of the work we have done together.

Moreover, we welcome the chance to serve the next generation, especially for those clients with whom we have a long-standing relationship. Our team approach also allows the opportunity for your loved ones to connect early on with a trusted financial advisor, which can make a difference in their own lifetime of accumulating wealth.