Managing Inherited Wealth vs. Created Wealth 2023 | American Bankers Association (ABA) | 21 June 2023 | Webinar
Venue
Webinar
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| Event Date |
Thu Jun 22 UTC (over 1 year ago)
In your timezone (EST): Wed Jun 21 8:00pm - Wed Jun 21 8:00pm |
| Location | Webinar |
| Region | All |
Details
This webinar covers what advisors need to know about the difference in engaging with clients who created their wealth vs. clients who inherited their wealth.
Discussion Highlights
• Perspectives on what wealth means
• How clients expect to manage their wealth
• Family governance
• Common challenges with each — inherited wealth vs. created wealth
Speakers
2023 Speaker:
Gerald E. Baker
Head of Trust and Fiduciary Services, Co-head Center for Wealth Planning Excellence, Silicon Valley Private Bank
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