Webinar—Intergenerational Impact: How Advisors Can Create a Cohesive Family Wealth Mission Statement
Tuesday, November 30, 2021
Tuesday, November 30, 2021
A more in depth exploration of key sustainability topics
Webinar—Intergenerational Impact: How Advisors Can Create a Cohesive Family Wealth Mission Statement

A successful advisory business is one predicated on trust and strong relationships, often built over a number of years. However, it's important to lay an equally strong foundation with your clients' heirs in the process–after all, more than 70% of beneficiaries are likely to fire their parents' existing advisor upon inheritance.

Our upcoming webinar on Friday, December 10th at 9am PT/ 12pm ET will explore how advisors can work with clients' family stakeholders across multiple generations to create a unifying family wealth mission statement. This rewarding process can establish and codify a durable set of family values and shared roadmap for the future; it may also facilitate a smoother transition of assets to inheritors.

Sign up today and join us as we discuss:

  • the purpose and importance of a family wealth mission statement
  • the role of the advisor in initiating and facilitating discussions around family legacy and mission
  • how to engage different generations around their values

...and more. We look forward to seeing you!

Sources and footnotes
Contributors

Jay Lipman, a co-founder of Ethic, is driven by the need to address climate and environmental risks with the resources to which we each have unique access. He has been ranked among the Forbes 30 Under 30: Social Entrepreneurs.

Corinne Merriman, CFA, studied Public Policy and Markets and Management at Duke University and is a Client Relationship Manager at Ethic.

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