BJ Goergen Maloney

“If you don't have a cadence of talking about things, even if it's a couple of times a year, it's really hard to have those conversations,”

BJ Goergen Maloney · said date not stated · reported 2026-08-20

Maloney emphasizes the importance of regularly talking about family wealth matters to make difficult conversations easier.

“People like to think of a family meeting for a very wealthy family as very formal, but a family meeting can be dinner on Sunday night,”

BJ Goergen Maloney · said date not stated · reported 2026-08-20

Maloney notes that family meetings for wealthy families don't need to be formal and can happen over a casual dinner.

“It doesn't have to be complicated. It's really about creating a place where you can talk about things and be transparent and solicit other people's opinions.”

BJ Goergen Maloney · said date not stated · reported 2026-08-20

Maloney continues describing how family gatherings can create transparency and openness around family wealth topics.