Viewpoints

Information and education are an essential part of the client experience, and we
are here to provide resources and insights to help keep you advised.

MCM Webinars – Gaining an Edge: Emerging Trends in Private Markets

MCM Managing Director Christine Kaming Tomas facilitates a conversation with Managing Director of Investment Research Bart Earley, CFA and Senior Investment Analyst Lorry Delille, CFA.

05.12.2023
Building Stronger Bonds: The Importance of Family Meetings

Building Stronger Bonds: The Importance of Family Meetings

One of the special things about families is that each one is completely unique. Each member with their own lived experiences and interactions, and the context in which the family is embedded, creates that uniqueness. While each member might be familiar with their family’s idiosyncrasies, navigating these can be challenging, especially when it comes to behaviors around money. Family meetings, however, are one of the single best tools families can use when confronted with decisions that will affect all family members and future generations. These meetings can bring a family closer together, foster communication, and help the family plan for the future. In this article we will explore the importance of family meetings and provide guidance on how to make them as productive and enjoyable as possible. Bringing a family together through a meeting signals that there is some shared purpose and reinforces the idea that each family member is...