Join us for an exclusive event where we’ll discuss the unique challenges and opportunities high-net-worth families face when preparing the next generation for wealth management. Our panel of experts will provide actionable strategies for teaching the next generation the values and skills they need to manage inherited wealth responsibly and effectively.
Event Highlights:
- Date & Time: April 15, 2025 | 10:00 AM – 12:00 PM
- Location: BridgeLight Capital Office | 123 Main Street, City, State
- Featured Speakers:
- Jane Smith, Wealth Management Expert
- John Doe, Next-Gen Wealth Advisor
- Sarah Johnson, Estate Planning Specialist
- Key Topics:
- Succession Planning
- Teaching Financial Responsibility
- Best Practices for Next-Gen Wealth Management
Why Attend This Event?
This event is ideal for high-net-worth families looking to ensure their wealth is preserved and passed down effectively to future generations. Gain insights on managing and educating heirs, succession planning, and wealth transfer strategies.