Ten Recommendations for Preparing Next Generation Wealth Owners
Overview
“What can I do to ensure the wealth has a positive impact on the next generation?” While there is not a silver bullet solution or a guarantee of success, this session will provide insights and examples to help parents, family office professionals and wealth advisors address this common question. Jill will provide concrete tools, guidelines and success factors for empowering and engaging your next generation family members including an actionable listing of the ten recommendations for preparing the next generation wealth owner.