Co-presented with UC Santa Cruz Planned Giving
When families don’t know how to communicate, critical decisions about financial planning, elder care, inheritance, or charitable giving are difficult, or are avoided entirely.
The Family Meeting Process is a guide to respectful civility and defined action for a meetings of two people or a whole family circle, especially when the stakes are high. Applicable to baby boomers, their parents and their children!
Learn how to start the conversation
Get tips on what to do when emotions are hot
Hear techniques on how to frame the issue so everyone is on the same page
Karen Calcagno is the founder of Advantage Family Business Center. For more than 20 years, she has guided families during estate settlements or family-owned business transitions. Karen advises trustees and executors, and facilitates family meetings when tough decisions need to be made.
For questions email Robin Larsen, donor services officer, or call her at 831.662.2061.