Why Every Family Should Consider A Wealth Briefing
The Lone Cypress, we chose it as a symbol of our practice for a reason… it represents resilience, clarity, and the kind of steadfast vision that sees beyond the horizon. When it comes to generational wealth, those same qualities are critical.
That’s why we believe in the power of the Family Wealth Briefing.
WHAT IS A FAMILY WEALTH BRIEFING—AND WHY DOES IT MATTER?
A family wealth briefing is exactly what it sounds like…
A purposeful gathering to align your family around the long-term picture of your finances. It’s not just about dollars and documents. It’s about creating understanding, setting expectations, and ensuring the legacy you’ve worked hard to build is protected through the generations.
Families often assume that clarity will just happen on its own.
But in our experience, assumptions are the silent root of conflict. Without structure, miscommunications around roles, values, or even simple financial facts can widen gaps that take years—or generations—to close.
A briefing helps root the family in shared purpose. Whether hosted around a kitchen table or in a more formal setting, it becomes a platform to:
- Define the long-term vision for wealth and legacy
- Clarify roles, responsibilities, and decision-making authority
- Educate younger generations on investment basics and financial stewardship
- Foster transparency that can prevent future disputes
WHY NOW?
Too often, these conversations happen too late—after a loss, during a crisis, or when conflict has already surfaced. But when they happen early, with the right tone and support, families gain more than financial continuity. They gain clarity, connection, and confidence.
Just like the Lone Cypress, the families that endure are those that anchor themselves with intention. A family wealth briefing isn’t about control—it’s about legacy.
HOSTING A BRIEFING… YOU DON’T NEED A BOARDROOM
The best briefings aren’t about polished presentations—they’re about authenticity. You don’t need to be a large company CEO to gather your family and talk about your goals and values. But a bit of structure goes a long way.
Here’s a simple roadmap…
Set the Scene
Decide who should be there and where the conversation should happen. Consider family dynamics—blended families, in-laws, long-standing tensions—and plan with empathy. This step alone shows your family that you’re not just managing money… you’re leading with intention.Create an Agenda & Keep it Simple
- Share your family’s story and values around money
- Provide a high-level financial update or outlook
- Invite questions around estate plans, trusts, or future leadership
- Ask others how they’d like to engage or support the mission
End with Action Items
Clarity turns into confidence when people walk away knowing what’s next—whether that’s reviewing estate documents, creating educational paths for grandkids, or assigning follow-up roles for future meetings.
HOW WE SUPPORT THIS PROCESS
At Borza Storck Wealth Management of Raymond James, we view our role as more than advisors. We’re translators, facilitators, and—at times—mediators. Our job is to help you tell your story clearly, confidently, and with the structure it deserves.
Whether you want us to lead the meeting, sit in quietly, or simply help you prepare talking points, we’re here to help you build the nest—not just for today, but for what comes after.
THE BOTTOM LINE
The strongest nests are built with intention. And the most enduring legacies aren’t just about wealth—they’re about wisdom shared, values transferred, and clarity earned.
A FAMILY WEALTH BRIEFING ISN’T JUST A FINANCIAL STRATEGY. IT’S A SIGNPOST TO YOUR FAMILY THAT YOU CARE ENOUGH TO LEAD WITH BOTH HEART AND PURPOSE.
The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of Austin Storck and not necessarily those of Raymond James.
