18 Nov
Webinar Series: November 2020 - Family Wealth Management: Generational Wealth Conversations


Family wealth transfer is not just about getting financial assets to the next generation. It is also about how to pass on what we think is important AND how to avoid damaging our children's relationships with each other. I think you would agree that if I leave my money in such a way to my family that they won’t have to pay a penny in taxes but then something happens in the transfer process that leaves them unwilling to be in the same room with one another - I've failed. 

What kinds of ideas and tools are available to help you, so that your family can have more success in seeing the estate you've worked so hard to build serve your family well and hopefully last through more than one generation.

This event is for educational purposes only. (10/20)

Date and Time

Wed, Nov 18, 2020

5:00p - 6:00p MST


Zoom Webinars


Event Registration