Enhancing Your Expertise: Family Histories | 2022 FOX Wealth Advisor Forum
Overview
Sharing, documenting, and preserving family narratives are an important part of wealth planning and governance. This session explores how family histories can set a foundation for connection and continuity.
Karen McNeill, PhD, Managing Director, Family History, Ascent Private Capital Management of U.S. Bank
Moderated by Scott Winget, Enterprise Market Leader, FOX