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Preparing the Next Generation

So Wealth Doesn't Screw Up Our Kids

Featuring: John Nersesian, Head of Advisor Education, US Global Wealth Management, PIMCO

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.

Join us to learn:

How to grow capacity in YOUR Family Mountain by intentionally sharing and living out your deepest values with your children and grandchildren 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

Bring your family, shareholders, key managers, and board members and learn together along with other enterprising families!


Wednesday, May 1, 2024

3:30 – 5:00 p.m. Forum Presentation & Discussion

5:00 – 7:00 p.m. Food, Connections & Golf!


TopGolf KOP

588 N Gulph Rd

King of Prussia, PA 19406