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.
LocationAbbot Downing Offices
Not a FOX Member? Inquire here to request an invitation to this event:
|11:30 a.m.||FOX Welcome and Wealth Trends Update|
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|