Helping Your Clients Capture Powerful Lessons

A family constitution can be much more than documenting family decision making rules, roles, and responsibilities. Family stories often hold very powerful lessons and they deserve to be preserved and passed down. Join Barry as he shares his years of experience and passion on how capturing these stories for your HNW families can help them guide future generations as well as cause deeper and longer lasting engagements.  Learn how to capture a family’s journey, values, and wisdom in a meaningful way while creating governance structures that ensure the family’s legacy endures beyond financial success.

Presented by Barry Garapedian