Breakout Session 1: Family & Business History: A Gift to Future Generations of Your Family

Andy Anderson and his team at Wells Fargo have found that wealthy families are interested in the details of their family histories, not so much to boast about their great business success or to impress their descendants, but to demonstrate that family wealth came with profound dedication, an immense amount of hard work, and often great sacrifice. In this session, Andy will share how weaving together the family story can spur emotional and psychological connections, inspire future generations, and lessen the “shirtsleeves to shirtsleeves in three generations” effect. He will explain how he uncovers family histories by tracing DNA and cultural roots and packages them together as gifts for future generations to treasure.