Events

Typical lifecycle milestones such as births, marriages, divorce, illness, or death can impact family finances. Or a family could be affected by internal discord that threatens family trusts, or market-driven pivots and shifts to a family business. No matter the cause of the transition, legal tools and solutions exist to protect family infrastructure and stability, enabling your family office to promote adaptation with resilience.

In a new webinar series hosted by attorney Lisa Cukier, family office professionals will learn about fiduciary protection of family assets and the extent to which trusts are and are not immune from third party factors. Learn how to endure destabilizing forces in an uncertain economy, including incapacity, pressure on marriages, mental health, and addiction. Gain insights into navigating transitions in family status and promoting family business agility during the final quarter of 2020.

Carl Robinson, Wells Fargo Private Bank Senior Vice President, joins as a guest speaker in the inaugural episode.