Forward-thinking, enterprising families seek to effectively transfer to the next generation not just financial resources but, perhaps more importantly, the values of stewardship and social responsibility. This discussion identifies multi-generational families’ challenges and provides a curriculum to educate the next generation – including values, characteristics, responsibilities, and intergenerational communication.
Learn how to prepare your children and grandchildren by intentionally sharing and living out your deepest values and talking together about legacy preservation which includes building financial – as well as human, intellectual, and social – capital.
- Identify the current wealth landscape and challenges for families
- Learn about the benefits of family wealth education and how to introduce a curriculum in a family
- Plan for a next step to intentionally prepare your next-generation
3:30 – 5:00 pm Forum Presentation & Discussion
5:00 – 7:00 pm Food, Connections & Golf!