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Warner Norcross + Judd LLP is a corporate law firm with over 230 attorneys serving clients in nine offices throughout Michigan. Among the largest law firms in Michigan, Warner works in virtually all areas of business law.

Michigan Law Firm - Warner Norcross + Judd LLP

Part 3 in our Family Meeting Series

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Question: How do you know if you planned a good family meeting?&nbsp; Answer: Everyone comes back for the next one!

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While this tongue-in-cheek answer has some truth to it, many enterprise and high net worth families don’t settle for mere attendance as validation of a successful meeting, and instead strive to continuously improve their meetings by incorporating best practices.&nbsp;

It is never too early to begin planning your next meeting, and we encourage families and their offices to use the five best practices below to plan successful family meetings that can be enjoyed by all.&nbsp;

Invite the right people. Before sending invitations, the family leaders need to decide who will attend the meetings and which parts of the meetings each person will attend. This decision should be communicated to all family members and applied fairly.

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Choose the right place to meet. It is better not to meet at someone’s house or at the family business because these locations can make some members uncomfortable. In addition, a house or the family business can offer distractions that can interfere with the business of the meeting.

Create an agenda for each session and distribute it to all attendees prior to the meeting.

Incorporate equal parts business, family development and family fun.

Cover the costs of the meeting.

Let Warner Help You Plan Meetings That Will Keep Your Family Coming Back

The attorneys in our Private Client and Family Office Practice have years of experience planning, presenting at, and facilitating family meetings. We can help you plan successful meetings that allow your family to take care of business while building the relationships and skills that will carry on the family legacy.&nbsp;

If you need assistance with planning, holding or facilitating family meetings, contact Susie Meyers at 616.752.2184 or smeyers@wnj.com, or Mark Harder at 616.396.3225 or mharder@wnj.com, in our Private Client and Family Office Practice.&nbsp;

Legacy Matters

Private Client and Family Office

Of Counsel

Mark K. Harder

Partner

Susan “Susie” Gell Meyers

Trusts and Estates

5 Best Practices for Planning Successful Family Meetings

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5 Best Practices for Planning Successful Family Meetings

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