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Randy Fairfax presents a comprehensive look at the whys and hows of holding family meetings where clients can effectively prepare future generations for their business succession plans. By understanding the “wealth cycle” as well as by knowing the keys to building trust within families, clients will be better prepared to communicate confidently and effectively with their children and grandchildren. This webinar equips you with an understanding of the step by step process of holding a family meeting as it enhances your appreciation for the value of offering this type of service to your clients.
T. Randall Fairfax, CFP® is the Private Wealth practice leader with Highland Consulting Associates, Inc. located in Cleveland, OH. Randy received his degree in Accounting and MBA in Finance from the University of Akron. Prior to joining Highland, he was a principal of a wealth advisory firm and in the private client group of a large national bank. He has over 30 years of financial advising, business consulting, and wealth management experience. Randy and his wife, Courtney, have three children and four grandchildren.