Essentials of Family Wealth Preservation
Essentials of Family Wealth Preservation
Description
The Economic Planning Board for Edmonton would like to invite the Jamat for a workshop on Inter-Generational Wealth Preservation (IGWP).
- Date: Sunday, November 26
- Time: 10:00am to 1:30pm
- Location: Headquarters Jamatkhana
This workshop will be led by Karim Sunderji, Project Lead for IGWP and will cover the following objectives:
- Examine your family's unique situation through the lens of your values.
- Build your wealth preservation plan, incorporating ethics, history, contribution, and legacy.
- Learn frameworks and best practices to begin to design your family's wealth preservation journey and plan.
- Leverage resources to ensure success of your plan
Who should attend:
- Business and non-business family members
- Families starting out on the Inter-Generational Wealth Preservation journey
- Families who may have started but want cultural and faith perspectives
For questions and additional information, please contact the IGWP team or visit the Intergenerational Wealth Preservation site.