Memorial planning is a tough subject, but it's even trickier for estate management teams. Jeff Lambert has seen the impact of being prepared — first in a family office role, and now as a consultant.
He spent 24 years with the RDV Corporation, a multi-generational family office in Grand Rapids, Michigan. There, he spent 10 years leading the planning and implementation of the funerals and related memorial activities for Richard and Helen DeVos.
But according to LHT Consulting Group, where Jeff now guides households and family offices through the memorial process, 9 out of 10 family offices do not have a funeral or memorial event plan in place.
In this conversation, Jeff shares why it's important for everyone in the household to be prepared, how to have difficult conversations around memorial planning, and his advice for private service professionals during the memorial process.
Subscribe to the Easemakers Podcast to hear from more experts in the private service industry, and join the Easemakers community to talk to other estate managers and PSPs on a regular basis. Enjoying the Easemakers Podcast? Leave us a rating and a review telling us about your favorite episodes and what you want to learn next!
The Easemakers Podcast is presented by Nines, modern household management software and services built for private service professionals and the households the support.
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