SPEAKER SERIES
Enduring Family and Business Legacies: Strategies and Tools for Effective Generational Wealth Transfers
Thursday, May 22
Breakfast Buffet 7:45 a.m., Program 8:30-11:30 a.m.
Fluno Center 8th Floor and Online
Presented by Mark Shiller, JD.
Maintaining businesses and inherited wealth within families come with unique challenges – particularly as it relates to ensuring that your children or grandchildren are positively impacted by whatever legacy you pass along to them. With a baseline drawn from Mark’s book How Not to Ruin Your Kids with Money, our goal with this presentation is to provide actionable solutions and foster meaningful discussions on how to navigate the complexities that you and your family face.
Key Takeaways:
- Clarity and Motivation: How to initiate and sustain productive conversations about money with your spouse, children, grandchildren – individually and as a whole.
- Meaningful Insight: A deeper understanding of the challenges wealth can bring and how they may or may not relate to your family.
- Realistic Goal Setting: A framework to define and pursue what success means for your family in its wealth journey.
- Engagement: Strategies for involving family members in wealth planning appropriate to their age, maturity, and role.
- Multi-Generational Success: Practical advice for achieving lasting success across generations.
- Advisor Collaboration: Tips on how to effectively work with your advisors to support your family’s goals.
Join us to gain the tools and confidence needed to ensure that your wealth enhances, rather than hinders, your family’s future.