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Distinguished Speaker Series Presents our Annual Joint Councils' Meeting

  • 01/18/2022
  • 12:00 PM - 2:00 PM

Family Wealth Sustainability: Integrating Family Values with Wealth Planning for a Lasting Legacy

Presented by: Joan Crain, Senior Director, Global Family Wealth Strategist, BNY Mellon Wealth Management

Tuesday, January 18, 2022
Noon - 2 p.m. 

Location: Online! This event is now a VIRTUAL PROGRAM via Zoom. Please note the time change to noon on Tuesday, January 18, 2022. 

Click here to register now.

As a benefit of membership in the Charitable Gift Planners of Southwest Florida, CGPSWFL will cover your event registration fee. Please simply select "CGPSWFL" when completing the complimentary registration process. For non-members, a $20 guest registration fee is required. Please email to submit payment for guests. 

Please note: Those who previously registered for the in-person event - which is no longer being held - will also be receiving an update directly from the Community Foundation of Sarasota County. If this applies to you, please only re-register once to avoid multiple duplicate registrations.

Synopsis: While advisors and their wealthy clients typically focus on investing to beat benchmarks and crafting legal structures and complex estate plans to save income and estate taxes, history has shown that family dynamics play an even greater part in preserving family wealth over generations.  But discovering and executing best practices for family governance is at best challenging and at worst a seemingly impossible task for both family members and their tax, legal and investment professionals.  This presentation will explore the reasons behind family dysfunction, how these impact the best laid plans of expert advisors, and the secrets to crafting and implementing plans that will preserve the family’s legacy alongside their wealth. 
Registration Deadline: Friday, January 14, 2022
Guest fee is $20.00.

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