Episode 31 – Little Shifts Are Big Wins: Meaningful Family Dynamic Conversations

Guest: Tina Lovejoy, Founder and Facilitator at Frameworks Facilitation

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with guest, Tina Lovejoy – Founder and Facilitator at Frameworks Facilitation – who draws from her background in opera, writing, and consulting to facilitate sessions for families and train advisory teams in family dynamic issues impacting estate and succession planning issues through a language-centric lens.

With a track record of facilitating sessions and workshops for over 1,500 high net worth clients and their families, Tina explains Frameworks Facilitation’s dedication to help families confidently navigate the relational complexity inherent in wealth transfer. As the episode continues, Tina shares more about the process of these sessions, choosing the right words and clarifying the meaning of those words to have productive wealth transfer and financial planning conversations with families as well as partnering with advisors, advisory firms, and trust companies to grow the skills involved in the softer side of wealth transfer.