The Bayntree Family Meeting
At Bayntree, we believe in empowering families to plan for the future and navigate this process with clarity, confidence, and peace of mind.
Prepare Your Loved Ones for the Future with Confidence
The Bayntree Family Meeting brings together you, your children, trustees, and beneficiaries to review your trust and share essential aspects of your financial plan. We aim to provide clarity and insight, ensuring your loved ones are well-informed about their roles, responsibilities, and expectations while honoring your wishes. This dedicated opportunity fosters open communication, strengthens preparedness, and offers you peace of mind.
How It Works: A Simple 2-Step Process
Step 1
Initial Call with Your Advisor
Start by having a one-on-one conversation with your Bayntree advisor to outline the key information you’d like to share. Discuss your goals for the meeting, the roles of your loved ones, and any boundaries or sensitive topics to consider. Together, we’ll help you prepare for an engaging and productive family meeting tailored to your needs.
Step 2
Guided Family Meeting
Once you’re ready, we’ll help you schedule a meeting with your advisor and your loved ones. During this session, we’ll guide the discussion to ensure everyone understands the financial and trust-related information you choose to share. This is also an opportunity to address questions, clarify responsibilities, and offer your loved ones the tools and knowledge they need to feel 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. Ready to start the conversation? Click below to Request a Meeting, and our team will reach out to schedule your initial call. Together, we’ll ensure your family’s future is in trusted hands.
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. Ready to start the conversation? Click below to Request a Meeting, and our team will reach out to schedule your initial call. Together, we’ll ensure your family’s future is in trusted hands.
Let's Get Started Today!
At Bayntree, we're committed to helping you navigate the future with clarity and confidence. Our two-step approach ensures your family is well-prepared and aligned with your wishes.
