Get ready for meaningful wealth transfer conversations.
We facilitate sessions for families to discuss the relational dynamics of financial planning.
Session Topics
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Family Communication
Whether your children are pre-teens or have children of their own, we help with age-appropriate wealth transfer discussions.
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Next Gen Development
Inheritance may seem a long way off, but it’s never too soon to prepare your kids. We work with your specific scenario to help your family with what’s next.
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Estate Planning Alignment
Getting your legal structure in place is only one piece of the puzzle. Letting your family know what they can expect is just as important.
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Business Succession
A well-organized succession plan is one of the most effective ways to reduce your stress as you prepare for your next chapter.
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Family Governance
Your family office is one-of-a-kind. Your planning conversations need to be as unique as your situation.
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Charitable Giving
The best gifts are planned. We help your family talk through how and why you give as you do.
“We thought our planning was done. Then our advisor recommended a session. Frameworks helped us see what our plan was missing.”
– Client in California
After just one session, clients report feeling less overwhelmed about wealth transfer discussions.
With a track record of facilitating sessions and workshops for over 1,500 High Net Worth clients and their families, Frameworks Facilitation is dedicated to helping families confidently navigate the relational complexity inherent in wealth transfer.
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Family Sessions
We meet with individuals, couples, families, and extended families to discuss the relational outcomes of next gen development, estate planning, business succession, family enterprise, family office or philanthropic planning.
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Business Sessions
We work with closely held businesses and teams to strengthen team dynamics and role development.
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Workshops
We plan and facilitate workshops for existing or prospective clients to explore family communication, how to talk about inheritance, business succession or planned giving.
We develop engaging experiences to facilitate meaningful wealth transfer discussions.
Tina Lovejoy
Founder & Facilitator
As founder of Frameworks Facilitation LLC, Tina Lovejoy facilitates sessions, retreats and workshops for families around the nation to communicate about inheritance, estate planning, next gen development, business succession, stewardship, and family governance. She has worked with over 1,500 High Net Worth clients and their family members to help them with the relational dynamics inherent in wealth transfer. Tina regularly presents keynotes and workshops at national conferences. She also trains advisory teams around the nation in the areas of family dynamics and aligned planning. Prior to her work as a facilitator, Tina studied vocal performance at Boston University and San Francisco Conservatory of Music before embarking on a professional opera career. She draws on her background as a voice teacher to work with clients through a language lens to help them develop the themes that define their mission, vision, values and roles.
Frequently Asked Questions
Is Frameworks Facilitation part of a financial advisory firm?
No. Frameworks Facilitation is an independent entity that focuses solely on the relational aspects of wealth transfer. We do not advise clients on any financial aspect of their planning – we leave that to your financial advisory team. In fact, we don’t even need to know your net worth. We aren’t advisors or attorneys, though we partner with them often to help their clients have meaningful wealth transfer discussions.
Why do clients choose to work with Frameworks Facilitation?
Clients often come to us when they feel overwhelmed by how inheritance may affect their families. They worry about discussing it ‘the right way.’ We help clients have family meetings that are a natural fit for their family.
How do you work with clients?
After an introductory call to review your family’s needs, we schedule a time to meet in person for your family’s session. We offer 3-hour sessions, weekend retreats, workshops, and keynotes. We work with clients throughout the U.S.
Do you only work with clients of a certain net worth?
No. Our services are based on a flat fee, and we work with clients of any net worth who think our frameworks could help them. However, most of our clients have significant complexity to their planning.
What type of results can we expect from our time with you?
Clients often report:
feeling closer to their family members,
being less overwhelmed with their planning,
having more productive conversations with their advisory team after their sessions.
Simply put, we specialize in the human elements of wealth transfer.
One-to-One Advisor Coaching Calls
Want a sounding board for specific client scenarios and help for each step of the way?
4-Consecutive Weekly Calls or Monthly Coaching available.
Family Sessions
We meet with individuals, couples, families, and extended families to discuss the relational outcomes of estate planning, financial planning, inheritance, business succession, family governance and philanthropic planning.
Options:
3-hour session
6-hour full-day session
Weekend retreat
A solid financial structure is just the beginning.
The way you communicate about it makes all the difference.
Business Sessions
We work with closely held businesses and teams to strengthen team dynamics and role development.
Options:
2-hour session
4-hour half-day workshop
6-hour full-day workshop
“Even though our kids are young, we want them to get used to being part of the conversation. This was a great first step. We didn’t really know what to expect, but our session was age-appropriate for our kids and it helped us to know how to talk with them going forward.”
“This was time well spent. We got to share our philanthropic vision with our teenagers. They were more interested in talking about it than we thought they’d be. Now we’re all excited to continue the conversation!”
“We wish we would’ve done this years ago. Our grown kids finally know a few details about our Trust, and we got to share why it’s so important to us that they steward this with wisdom and accountability.”