Family Financial Summit
Increasing complexity and uncertainty in the financial world require more knowledge than ever to manage wealth, preserve and foster healthy family financial dynamics, and secure family financial legacies. Whether you are seeking assistance with family board meetings, setting up a vital financial infrastructure system, or simply want to become more financially fluent in a transparent process, we have solutions that can be customized to your needs within a completely confidential environment.
Experience Makes a Difference
With over 25 years of board-level experience, Teresa Dentino, CEO and Founder of The Financial 411, can assist you with myriad family financial relationship planning elements and challenges to avoid undue costs and strained relationships.
- Improve family financial relationship dynamics
- Teach your children about money and wealth preservation
- Communicate more effectively with your financial advisers
- Optimize family financial outcomes
- Preserve the integrity of your life's work
Teresa Dentino talks about women, financial transitions and teaching your children about money on " View From the Bay"
Unsurpassed Service
From acting as a mediator and facilitating family financial summits to reviewing monthly cash flow and budgets,
we offer clients throughout the Bay Area
and Internationally a wide
array of financial services.
They include:
- Private consultations and training
- Facilitating Family Financial Summits & Dialog
- "Sudden Change" Counseling | Women and Wealth
- Setting up family office functions
- Court-recognized expert witness valuations and forecasts
- Family mediation
Our Clients
We have spent 25 years serving individuals, family offices, women, and children throughout the Bay Area and Internationally. Both the national media and advisory professionals, attorneys and financial institutions also turn to us for help.
Contact us today for a confidential consultation about how we may assist you.
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