Inter-Generational (Family) Wealth Preservation (IGWP) Webinar

1. Examine your family’s unique situation through the lens of your values for building your wealth preservation plan, incorporating ethics, history, contribution, and legacy
2. Learn frameworks and best practices to begin to design your family’s wealth preservation journey and plan
3. Leverage resources to ensure success of your plan

Who should attend (Criteria):

1. Business and non-business families
2. Families starting out on the Inter-Generational Wealth Preservation journey
3. Families who may have started but want cultural and faith perspectives

Next steps

• Complete the Application Form below PRIOR to March 27, 2024 by 11:59 PM PDT