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Wealth Control Advisors, LLC
60 William Street, Suite 200
Wellesley, MA 02481
781-235-8891 MA telephone
781-235-8890 private fax
866-235-8991 outside Mass.
10781 Waterford Place
West Palm Beach, FL 33412
561-691-1380 FL telephone
info@wealthcontrol.com
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Family Meetings
Communicate your wealth planning to your family members. Maximize the impact of your legacy planning by having mediated family meetings with Wealth Control Advisors, LLC family counseling services. Located just outside of Boston, Massachusetts and in West Palm Beach, Florida we collaborate with your estate planning attorney, tax attorney, and/or CPA to develop an integrated, comprehensive life cycle plan to help you achieve your financial, emotional, charitable, and heritage goals. For more information, contact us online or call us either at 781-235-8891 (our Wellesley, MA office) or at 561-691-1380 (our West Palm Beach, FL office).
When clients want to create a legacy plan and pass on all aspects of thier family wealth, including stories, traditions, values, and heirlooms a family meeting will help communicate all of these topics. Often oral histories will be recorded and ethical wills, family vision statements, or financial philosophies discussed among all family members. This “open book” strategy helps pass on “more than money” to heirs.
Wealth Control Advisors, LLC helps facilitate all aspects of this legacy communication as part of an integrated wealth plan. Read Case Study 4: I’ve Got Time to see how it works for one client.
You can read about our comprehensive Tailored Services, or read more about Wealth Control Advisors, LLC, click here.
To learn more about our comprehensive personal and family wealth services, call us at 781-235-8891 or email us.
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