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Fortune
Fortune
Glenn Kurlander

How not to say that thing you'll regret forever: 3 rules for family conversations about money

succession (Credit: Jamie McCarthy/Getty Images)

I’m often asked for tips about how to run successful family meetings. The questions usually focus on matters of logistics: choosing the right venue; selecting the appropriate attendees; structuring the most effective agenda; and finding the best time. While these are all important matters, not surprisingly, the inquiries typically ignore the critical and most challenging element: how to manage the conversation itself. 

You know how family is: even the most thoughtful among us can say things we later regret, or hear things that sting more deeply than they should.

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