If you think about family wealth, you might focus on tangible assets like investments or property. However, some of the most valuable aspects of a family’s legacy are intangible— things like traditions, shared values, and family history. These intangible elements, combined with material wealth, help define the legacy you’ll pass on to future generations. Ensuring that this legacy aligns with your personal goals and wishes is essential.

Preparing your children or other heirs for a successful financial future is key to ensuring that wealth continues to grow and benefit your family for generations. Equally important is creating a space for open, transparent conversations with your heirs, beneficiaries, or Power of Attorney, so they are equipped to make informed decisions should you become incapacitated. Estate planning isn’t just about preparing for what happens after you’re gone; it’s also about ensuring your affairs are managed according to your wishes if you can no longer do so yourself.

Holding a family meeting that includes your financial advisors can be a powerful way to help safeguard your family’s future. These meetings help ensure that your loved ones avoid unnecessary confusion and stress when it comes to managing the financial affairs of an incapacitated or deceased family member. While these conversations can be difficult, the alternative—leaving beneficiaries to navigate complex plans and assets without clear guidance—can be far more painful.

At Cornerstone Financial Solutions, we facilitate many family meetings for clients each year and have extensive experience in ensuring they are productive and meaningful. Introducing your heirs to your advisors also helps put faces to names and provides comfort, knowing there will be support in managing your estate when the time comes. With multiple generations of advisors on our team, we’ll be here for your family today and in the future.

We can host these meetings in our office, or we can arrange secure virtual sessions for families spread across the country. Whether or not you choose to include us in the conversation, we’re happy to provide the resources and space you need. There is no cost or obligation involved—only the confidence that comes with planning for the future.

Not a Cornerstone client?

If you’re ready to take the next step, we can help guide you through every step of the process. Contact us to plan a conversation that ensures clarity, confidence, and peace of mind for generations to come.

Contact us today at 605-351-8553 or cfsteam@mycfsgroup.com if you’d like to schedule an introductory strategy session.

CSP #635767 Exp.10.28.25

Any opinions are those of Cornerstone Financial Solutions, Inc. and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions, or forecasts provided herin will prove to be correct. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including asset allocation and diversification. Past performance is not indicative of future results.