Pre-Event Registration $30Registration
Family and Wealth Sustainability: Integrating Family Values with Wealth Planning For a Lasting Legacy
In this workshop, Kevin Rogers, Managing Director for BNY Mellon Wealth Management, will help answer the question “how do you prepare the family for the money?” Kevin will examine the potential issues around wealth transfer and explore potential solutions. He will explain how overcoming family dynamics and communication challenges will help to foster family continuity, harmony and increased multi generational wealth. The presentation is designed to provide very helpful, practical ideas on how to interact with the family in a climate of changing resources. The “Five Step Process to Healthy Family
Governance” (described in the presentation), will give you a method to confidently establish processes within the family.
• Differentiating between family wealth and family values
• Properly identify common challenges faced by the family
• Develop a plan to transfer wealth with balance towards generational differences
• “Five Step Process to Healthy Family”
Kevin Rogers, Managing Director, BNY Mellon Wealth Management
Kevin Rogers is a managing director for BNY Mellon Wealth Management. In this role, he provides investment advice to individuals and families by creating tailored wealth management solutions to meet their investment, trust & estate, wealth planning and private banking needs.
CEPAs receive 1 CE credit
CPE receive a certificate for 1 CE credit
CVA receive a certificate for 1 CPE credit