A common struggle for wealthy parents, as well as their advisors and family offices, goes something like this: “Hey, we’re worried about the trajectory of the children in the next generation. We don’t want them to be entitled and taking money from their trusts. Therefore, we’re planning a financial education program to empower them and ensure that doesn’t happen.” Join Ella for a frank conversation about why this probably won’t work, help your clients fix the disconnect, and find a better path forward.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF of the Presentation.)
Presented by: Ella Chase