Accumulating Wealth is Hard, Protecting it is Harder

Estate & Wealth Conservation Webinar 

Most appropriate for families with a minimum of $5 million of investable assets OR a minimum of $20 million of family net worth

 Informational Only. Nothing will be sold. 


Estate & Wealth Conservation Webinar -  Florida & Michigan

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11:00 AM - 12:00 PM EST

6:00 PM - 7:00 PM EST

Attend this webinar and learn about:

  • Shepherding your wealth and values to future generations

  • Protecting your wealth & legacy

  • Philanthropic planning

  • Values-based wealth transfer

  • Managing values and fairness in a blended family

  • Proactive tax planning

  • Step up in basis rules on inherited assets versus carryover basis rules on gifts

  • The importance of family law planning 

  • Business succession planning

  • Fiduciary wealth management

Why you should attend this webinar:


Are you doing everything you should be doing to protect your family’s wealth? Now more than ever it is critical to have a plan in place that will protect your assets, and wealth that took generations to build. During this exclusive and confidential webinar, we will cover topics such as taxes, divorces, business turmoil, lawsuits, and philanthropic planning. You have unique issues and concerns with your wealth and your family that only apply to a small percentage of the population.


Join us for a private informational estate conservation webinar on Thursday, November 5th from 11:00 AM – 12:00 PM or Thursday, November 5th from 6:00 PM – 7:00 PM.  This event is most suitable for those with investable assets over $5 million or $20 million or more of family net worth. This online event his hosted by an experienced estate planning attorney and an experienced wealth manager.