Cassandra Cross, Regional Director, Private Wealth and Client Relationship Manager at Nicola Wealth, was featured in a Globe and Mail article on how advisors can plan productive multi-generational wealth meetings. She spoke to the value of one-on-one conversations with each attendee beforehand to surface concerns and potential conflicts, starting with a core group before bringing in other professionals, and opening the agenda with the family’s values rather than the numbers.
Read more: Planning a family wealth meeting? Here are five steps to take | The Globe and Mail
