This is the topic of a new presentation we offer professional advisory firms and associations.
Our talk, tailored to your timeframe and audience, pulls back the curtain on what happens when your clients' children don't trust each other and families don't know how to talk about their money. Perhaps most importantly, as a trusted advisor, why you should care.
- Core drivers behind the 70% failure rate in estate transfers and what happens in families when trust and communication break down
- How to ensure the governance structure is founded on family values
- Actions and tools to engage and connect in a more meaningful way with the next generation of your best clients
We'll share family stories from our new book, Bridging Generations: Transitioning Family Wealth and Values for a Sustainable Legacy.
Our goal is to help you help your families work better together, and help ensure the longevity of your relationships with the inheriting generation.
If you're interested in having us speak at your next client family event, contact Sybil Praski at
firstname.lastname@example.org or call 303-877-3708.