How to Make Family Meetings More Effective:
⚠️ Important note: This webinar does not provide legal advice and does not replace working with qualified legal or financial professionals.
What You'll Learn
• Why lecture-style family meeting education often fails
• The biggest barriers to engagement for rising generation family members
• How adult learning principles apply to family governance and wealth education
• The “before–during–after” model for designing effective family meeting learning
• How to create psychological safety so family members feel comfortable asking questions
• Practical ways to make complex topics like trusts, financial literacy, and governance more engaging
The discussion also includes examples of activities and learning structures families can use to move from passive presentations to meaningful conversations.
Who this webinar is for
• Family office professionals
• Wealth advisors and private bankers
• Multi-generational families
• Trustees and family council members
• Rising generation beneficiaries
Resources mentioned in the webinar
Family Learning Interest Assessment - https://tamarindlearning.com/interest