Many families have built, grown, maintained and preserved their wealth in order to leave a legacy for their future generations but 90% of wealth transfers do not survive past the third generation.¹  In order to successfully transfer wealth from generation to generation we have to dive deeper than estate, trust and charitable giving plans.  Families that have multi-generational success utilize family meetings to educate and facilitate communication among family members in order to make decisions on shared values and the collective mission for the future of the family. The Perrini Cain Group can work with your family to ensure the vision of your legacy is fulfilled while giving the next generation the tools to not only receive wealth but to manage it in a way that will foster additional growth for generations to come. 

We will work with you to create a personalized plan to initiate a family meeting that will focus on your family's unique situation.  Goal of family meetings can include:

• Ensuring all family members know the family history and how their predecessors worked to arrive at the family wealth.
   
• Discussing the ultimate distribution of your keepsakes, art and collectibles.
   
• Preparing the family for a medical emergency or an unexpected health diagnosis.
   
• Informing beneficiaries of the family’s estate plan, and know future roles and responsibilities.
   
• Introducing/developing you network of professional advisors. (Financial, Tax, Estate, Lifestyle)
   
• Discovering the shared values that you want to pass to future generations.  
   
• Considering a family charitable giving program aiming to foster a culture of gratitude and generosity. 

1 The Williams Group