How can families prepare younger generations to sustain and steward family wealth? With clear communication and education about the extent of complicated assets and planning for preservation and growth.
Join attorney Lisa Cukier and wealth management expert Christopher Perry as they highlight the critical discussions families should have to empower younger generations with financial literacy related to their unique family dynamic, values, and circumstances. What is the intersection of financial literacy and choices regarding marriage, childbirth, relocation, divorce? What must the next generation know to protect family wealth from dissipation due to disability, diminished capacity, or death?
In this series hosted by Lisa Cukier, family office professionals will learn about fiduciary protection of family assets through various sophisticated legal techniques to immunize families, bolster against vulnerabilities, and safeguard the family and its wealth. Click here to view past episodes.