EDISON FAMILY OFFICE SERVICES · PRESERVE
Family Meetings
Structured conversations that prevent the surprises no plan can fix.
WHAT IT ACCOMPLISHES
Structured conversations that prevent the surprises no plan can fix.
Many estate disputes begin with a family that never talked about the plan. We facilitate family meetings where intentions are explained, roles are understood, and the next generation hears directly what is expected of them.
THE CONTINUITY MODEL · PRESERVE
Does your current plan reflect your goals, your family, and your legacy?
WHAT THE WORK TYPICALLY COVERS
- Facilitated meetings around the estate or business plan
- Explaining roles: executor, trustee, successor
- Preparing heirs and successors
- Documenting decisions and next steps
GO DEEPER
- Generational Wealth PlanningDevelop strategies for preserving, managing, and transferring wealth from one generation to the next.
WHO THIS IS FOR
People, not legal categories.
EDISON FAMILY OFFICE SERVICES
Coordinating the people who protect your legacy.
WHAT HAPPENS NEXT
You should never wonder what happens after you reach out.
- 01
A brief introductory conversation
A short call with our intake team to understand what is happening and what you are trying to accomplish.
- 02
Your planning consultation
A planning consultation with the attorney or advisor best suited to your situation.
- 03
Your options, explained
A clear explanation of the options available to you and our recommended path forward.
- 04
Scope, fees, and a start
If we’re the right fit, we outline the scope of work, discuss fees, and begin implementation.
NOT READY TO TALK YET?
Learn first. Education builds trust.
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NEXT STEP
Structured conversations that prevent the surprises no plan can fix.
Every family, every business, and every generation will face defining moments. Whether you’re planning ahead or responding to an unexpected challenge, we’re here to help you move forward with confidence.