Whether you are wondering how to talk about the money, thinking about creating a donor-advised fund or family foundation, wondering how to engage the next generation, or just beginning your journey—this seminar is for you!
WEALTH & RESPONSIBILITY:
Nice people don’t talk about money.
Beginning those tough conversations with the next and subsequent generations.
What's a family wealth university.
WHOSE LEGACY IS IT ANYWAY? ... Mine, yours, or ours?
How do you make it fun … and make it work!
Why some foundations flourish, while others flounder and stagnate.
~ A more detailed agenda is coming soon ~