2014 Regional Member Briefing - New York - June 16

Overview

Monday, June 16, 2014 - 4:30pm to 6:30pm

Our host, Abbot Downing will present on this topic over lunch: Perspectives on Legacy: Managing Family Dynamics and Wealth’s Human Impact 

Attendance is included with membership, but advance registration is required.

Location

Abbot Downing Offices
7th floor conference Room
330 Madison Ave
New York  New York  10017
United States
  • Agenda
  • Materials
11:30 a.m. FOX Welcome and Wealth Trends Update
11:45 a.m.

Host presentation during lunch

Perspectives on Legacy: Managing Family Dynamics and Wealth’s Human Impact

Arne Boudewyn, Managing Director, Abbot Downing
 

Building and preserving a family legacy requires attention to not only financial capital but also human, intellectual and social capital.  It is the dynamic interdependence of these elements that ultimately influences successful wealth transfer across generations.  This interactive presentation will focus on research and best practice case study examples to showcase a set of common predictive factors surrounding thriving family legacies.  Actionable steps that families can implement now to enhance non-financial forms of capital and position the family for continued success will be presented.  

12:45 p.m. Peer Dialogue
1:30 p.m. Adjourn