Many families are interested in holding family meetings but are confused about the process. Run successfully, family meetings contribute immeasurably to the long-term health of the family and its legacy. This whitepaper (a collaboration with a former family-office subsidiary of Wachovia Corp.) helps outline essential principles of family meetings as a core part of basic governance and communication processes for families of wealth.

Should We Have a Family Meeting? - A Calibre White Paper, Spring 2007