The Bayntree Family Meeting: Peace of Mind Starts with a Conversation

At Bayntree, we believe in empowering families to plan for the future with clarity, confidence, and purpose.

What Is the Bayntree Family Meeting?

The Bayntree Family Meeting is a guided conversation designed to help you share important aspects of your trust and financial plan with your children, trustees, or beneficiaries. It’s about preparing your loved ones to confidently fulfill their roles—within the boundaries you set—while creating clarity, alignment, and peace of mind.

Review your trust and estate plan in a supportive, structured environment

Clarify roles and responsibilities for trustees, beneficiaries, and family members

Share key financial information to ensure preparedness and reduce future stress

Foster open communication while maintaining your privacy and intentions

Start the Conversation

How It Works: A Simple 2-Step Process

Our two-step approach makes it easy to prepare your loved ones and ensure your wishes are clearly understood and confidently carried out.

Step 1

Call With Your Advisor

Start with a one-on-one conversation with your Bayntree financial advisor to outline what you'd like to share, define roles, and set any boundaries. Together, we'll help you prepare for a meaningful, tailored family meeting.

Step 2

Guided Family Meeting

Once you’re ready, we’ll schedule and guide a meeting with your loved ones to share the information you choose. It’s a chance to answer questions, clarify roles, and ensure everyone feels confident and prepared for the future.

Take the First Step Today

The Bayntree Family Meeting is about more than just sharing information—it’s about creating alignment, ensuring peace of mind, and preparing the next generation or key individuals to uphold your legacy with confidence.