PPI members have access to weekly teleconferences and webinars with Thought Leaders and Industry Innovators. These interactive conversations introduce us to cutting edge ideas and emerging best practices for professional advisors serving legacy families and families in business. Not a member? Contact us to request guest access to an upcoming teleconference or join today!
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March 2020
Matt Wesley, Managing Director, Merrill Center for Family Wealth® and Valerie Galinskaya, Managing Director, Merrill Center for Family Wealth®
Using three key frameworks we have developed at the Merrill Center for Family Wealth® we will speak to how to match planning strategies to the capabilities (or potential) of the family system and the skills (or competencies) of the individuals in the family. The outcome of this approach is a greater number of plans that work, less risk to the practitioner and less stress and angst within families.
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