Planning to preserve your wealth for your family’s future is of paramount importance. This webinar will provide you the framework and process - informed by the Intergenerational Wealth Preservation Roadmap - to help you, as a starting point to develop your family’s intergenerational wealth preservation plan.

Have you thought about some of these questions recently?

• What is wealth and what is the purpose of wealth?
• What are some best practices of families navigating their Wealth Preservation journey?
• How do you plan to protect the quality of life of your loved ones in case of a life-changing event?
• Have you identified gaps in your knowledge in relation to IGWP?
• How do you start this journey?

Objectives

In this 90-minute webinar, you will learn to:

• Examine your family’s unique situation through the lens of your values for building 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 the success of your plan.

Learn more or email us if you have any questions.