Please Join Us for a Distinguished Speakers Series Program and
Joint Councils’ Meeting:
Family and Wealth Sustainability: Integrating Family Values with Wealth Planning for a Lasting Legacy
Presented by: Joan Crain, Senior Director, Global Family Wealth Strategist, BNY Mellon Wealth Management
Click here to register now.
(Those who previously registered for an in-person event - which is no longer being held - will also be receiving an update directly from the Community Foundation of Sarasota County. If this applies to you, please only re-register once to the virtual event to avoid duplicate registrations.)
Friday, January 14, 2022
Guest fee is $20.00.
Please submit payment to SWFEPC for all guests.
Location: This event is now a VIRTUAL PROGRAM via Zoom. Please note the time change to noon on Tuesday, January 18, 2022.
Time: Noon - 2 p.m.
Two hours of continuing education credit will be provided to attendees.
While advisors and their wealthy clients typically focus on investing to beat benchmarks and crafting legal structures and complex estate plans to save income and estate taxes, history has shown that family dynamics play an even greater part in preserving family wealth over generations. But discovering and executing best practices for family governance is at best challenging and at worst a seemingly impossible task for both family members and their tax, legal and investment professionals.
This presentation will explore the reasons behind family dysfunction, how these impact the best laid plans of expert advisors, and the secrets to crafting and implementing plans that will preserve the family’s legacy alongside their wealth.
Address:PO Box 2098Sarasota, FL 34230