Family Financial Summit

With the increasing complexity and uncertainty that exists in the financial world, there is a requirement for 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. Family Financial Summit offers financial coaching that allows for transparent and unbiased financial advice to ensure that you and your family achieve the financial education you deserve.

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. With the advice and experience of Ms. Dentino you and your family will be able to:

• 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 and finances

While our seasoned perspective helps you across multiple channels of planning and management, our exclusively consultative platform removes the potential of influence from investment promotion. We guarantee that the advice you receive is honest and will help your family move towards its financial goals.

Teresa Dentino talks about women, financial transitions and teaching your children about money on " View From the Bay"

Unsurpassed Service

Our services and qualifications go beyond our financial experience and accreditations. As a trained mediator, we provide conflict resolution and facilitate
productive discussions to help
your family through this
process. The combination of
our mediation skills and over
twenty-five years of
experience are guaranteed to help your family office achieve financial success. There is no financial task that your family needs help accomplishing that we are not qualified to assist with. We offer clients throughout the Bay Area and internationally a wide array of financial services.

These services include:

• Private consultations and training
• Facilitating Family Financial Summits & Financial Communication
• "Sudden Change" Counseling | Women and Wealth
• Setting up family office functions
• Qualified family mediation

Coming Soon: Family Financial Summit Coaching and E-Learning webinar

Our Clients

We have spent 25 years serving individuals, couples, family offices, women, and children throughout the Bay Area and Internationally. Our effective advice and practices have also led the national media and advisory professionals, attorneys and financial institutions to turn to us for help.

Contact us today for a confidential consultation about how we may assist you in your financial endeavors.