Peer-to-Peer Resources

Webinar, Secrets of a 7 Generation Family

Hosted by Gary Martin & Lonnie Gienger, Featuring Phil Clemens

Webinar Recording, Secrets of a 7-Generation Family

Webinar Recording & Trailer, Secrets of a 7-Generation Family

8/5/20 Webinar Summary Notes

Webinar Notes, Secrets of a 7-Generation Family

Shareholder Charter

Clemens Family Shareholder Charter. Generously provided by Phil Clemens.

Shareholder Agreement

Clemens Family Shareholder Agreement. Generously provided by Phil Clemens.

Family & Advocate

What good is it to inherit a pile of money if the family falls apart in the process? It’s about time we stopped the tail from wagging the dog. Family Meridian is an eye-opener.

Ron Blue, Author & Speaker, Founder of the Ron Blue Trust

We have attended two Family Institutes and the testimonials from the families themselves was what made it the most impactful. Hearing that we were not the only ones with struggles was refreshing and it was great to hear that the process doesn’t have to look the same for everybody. The speakers made it educational no matter what age or stage of life you are in. We made the decision to bring in a family coach that has really helped shape our thinking for our family’s future.

Craig and Kristin Snyder

We got to listen to Phil speak of his remarkable experience of helping to carry on a multi-generational business last fall at the Family Meridian conference. We could not have been more inspired by how he blended family and non-family employees into his very successful companies.

Alex and meghan melvin
Secrets of a 7-Generation Family

Webinar hosted by Gary Martin, featuring Phil Clemens and Lonnie Gienger

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