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.

Delivering Direction and Control Podcast

Bridgeford Trust Company’s Podcast Series was developed to educate, challenge, and inspire listeners.

As we interview experts in the trust planning arena, we keep listeners updated on developments regarding modern trust law and provide practical discussion on the powerful planning opportunities available to advisors around the country and the world – all in an effort to deliver far more direction and control to clients and their advisors than ever before.

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