The Shared Responsibility of Nurturing the Family Legacy | 2023 FOX Family Office and Wealth Advisor Forum
Overview
Families tend to focus on the technical elements when planning wealth transfer, including management of their investments and estate planning. However, to build a long-term foundation for success, it's just as critical to strategically prepare the people in a family. Come to this interactive discussion to learn realistic best practices for strengthening the 'people-side' of your Family Office planning, including communication, education, and preparation- for future roles.
Heather Winslow-Walker, UHNW Senior Family Legacy Strategist, Vanguard
Moderated by Mindy Kalinowski Earley, Chief Learning Officer, FOX