Family meetings with your family wealth advisor are one of many ways to connect, nurture relationships, and establish common goals and objectives. Take a moment to discuss and reflect on defining your family legacy. What impact do you want to make across generations, or within your community? Having the opportunity to meet as a family will foster decisions aligned with everyone’s values. While it’s important to plan for the future, family meetings are also a valuable way to evaluate short-term goals and connect in the present. The benefits of meeting as a family extend beyond financial planning, as they encourage shared learning, communication skills, and reflection.

There are numerous opportunities to generate positive impact while investing cash,  maintaining the liquidity, convenience and low risk of cash and cash alternatives. This primer provides a concise overview of the opportunities and showcases some of the organizations seeking to grow impact-seeking deposits. 

Has the change of seasons inspired you to do some spring cleaning? Pathstone encourages you to tidy your financial records as well. Whether you are ultra-organized or could use some inspiration from Marie Kondo, here are three goals to consider for financial health: