Leaving a Legacy Beyond Inheritance

There’s plenty of advice out there about managing an estate, but not enough about managing your family’s relationships. Strong families share decision-making responsibility and have a sense of family purpose. Learn how to write a family vision statement, facilitate family meetings, and plan together for the future. Join us for this free educational webinar series. Part 1 will be on Tuesday, June 29 at 11:00 am PDT and part 2 will be on Friday, July 23 at 11:00 PDT.

Plan for Your Family's Future

Advice Chaser will host a two-part webinar series on the topic of Leaving a Legacy Beyond Inheritance. Managing wealth and important life decisions as a family can be fraught, but coming together to create a shared vision makes a family stronger. This webinar series will address the personal side of family wealth management: developing a family vision statement, facilitating family meetings, and planning for the future. Josh Kanter will present. He will share insights he gained over his years of experience in both counseling other families and creating his own family office.

for the Future
Family Meetings
Family Vision
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