Enterprising families have obviously been successful at building wealth, but they often falter when it comes to building human, social and intellectual capital. Join us for this program to learn about how a family evolves and the four dimensions of family sustainability. What do you need to do if you truly want to sustain wealth across generations? It’s beyond preservation or stewardship of wealth. Our expert speaker will share ways in which families can assess where they are on the journey and develop a road map to move them closer to achieving sustainability. The second part of the program will focus on enlightened vs. entitled next-generation wealth owners and qualities of new leadership. Listen in to hear the results and examination of leadership research that was conducted within the ultra high net worth space. Key points will be illustrated with real case examples and stories.
Fran Lotery – Relative Solutions