As you may imagine, families of large businesses or great wealth often hold at least annual family meetings to discuss matters of importance. However, our next guest says that a family meeting might make sense for any family and today she's going to tell us why and how to make that meeting a success.
Mike Switzer interviews Bethany Griffith, a certified financial planner with Abacus Planning Group in Columbia, South Carolina. She also holds a certificate in family business advising from the Family Firm Institute. Resource: Ground Rules for Family Meetings.