Mark Weiskind quoted in AdvisorEngine
Today, wealth management is about more than managing risk and investments. Many individuals and families are having financial conversations that involve legacy, values, family dynamics, education, and more.
In a recent article for AdvisorEngine’s Action! Magazine, Mark Weiskind shared Fairway’s approach to discussing financial planning as a family and the merits of including younger generations in fiscal conversations.
He explained why family meetings are helpful for everyone involved, especially when there are trusts and family partnerships in the mix. Family meetings help “next generations understand what these vehicles are, why they were set up, and how they work,” he said.
Read the full article: https://www.advisorengine.com/action-magazine/articles/rethinking-how-advisors-serve-the-modern-family
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