Webinar - Starting and Sustaining Family Meetings: An Insider’s Guide

Overview

Wednesday, Apr 03, 2019 - 10:00am to 11:00am CDT

 

Evidence suggests that good communication is a cornerstone of successful wealth transfer among families, and that family meetings are a good platform for communication. Is there such a thing as “bad” communication or a “bad” family meeting? How does one undertake the good and avoid the bad? Join us for some best practices, important tips and lessons learned from a family meeting facilitator and a member of a family that overcame some initial stumbles and began holding successful family meetings. The presenters will help you determine if your family is ready to start meeting, and how to start and sustain productive family meetings.   

 

 

***Those that attend this webinar and complete the conditions of participation are eligible to receive 1 hour of CPE credit.

  • Speaker(s)

Susan Gell Meyers, Partner, Warner Norcross + Judd LLP

Susan Gell Meyers concentrates her practice on planning for high net worth individuals, their families, businesses they own and family offices that serve them. She counsels individuals and family offices on gift, estate and generation-skipping tax planning, business succession planning, planning for legacy assets such as vacation homes and specialized trusts to manage wealth for generations.

Susie earned her undergraduate degree from the University of Michigan and her law degree from Indiana University Maurer School of Law.

 

Ellie Frey Zagel, Family Member and Founder, Successful Generations

Ellie’s work in this area is informed by her past professional and lived experiences. Growing up on a farm in Charlevoix, Michigan, Ellie didn’t always have a clear understanding of her family’s wealth. As she grew older, she felt the pressures of being part of a family with a recognized last name. She also felt the isolation that can come with it. Raising her son in an affluent community with her husband, Chad, Ellie recognized her struggles in others and wanted to build something to help. 

Ellie established Successful Generations to build a community of support for individuals who are part of the next generation of family business, family philanthropy or family wealth. Ellie is especially passionate about developing the leadership capacity of those who will be filling the shoes of a previous generation in a family enterprise. She works with leaders across generations and trusted advisors in the Successful Generations community.