Secrets of Successful Families
10:40 AM - 11:55 AM
How can you help families avoid the “shirtsleeves to shirtsleeves in three generations” phenomenon? Not only do advisors need to prepare the money for the family, but they also should help prepare the family for the money. This seminar will present the common characteristics of families who have successfully transferred their values – in addition to their wealth – to future generations, and will provide examples of practical contemporary tax and estate planning techniques that have helped such families build lasting legacies.