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.
