June 16, 2014 Regional Member Briefing Presentation: Perspectives on Legacy: Managing Family Dynamics and Wealth’s Human Impact

Perspectives on Legacy: Managing Family Dynamics and Wealth’s Human Impact

Arne Boudewyn, Managing Director, Abbot Downing

 

Building and preserving a family legacy requires attention to not only financial capital but also human, intellectual and social capital.  It is the dynamic interdependence of these elements that ultimately influences successful wealth transfer across generations.  This interactive presentation will focus on research and best practice case study examples to showcase a set of common predictive factors surrounding thriving family legacies.  Actionable steps that families can implement now to enhance non-financial forms of capital and position the family for continued success will be presented.