Description
A primary goal of today’s wealthy is to effectively transfer not just financial resources, but the values of stewardship and social responsibility, to the next generation. This discussion identifies some of the current challenges in the wealth landscape and provides a curriculum to educate the next generation.
Learning Objectives
• Identify the current wealth landscape and challenges for wealthy families
• Learn about family wealth education and how to introduce a curriculum in your practice
• Leave with actionable ideas and activities to help educate the next generation