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Keeping Wealth in the Family - Next-Gen Planning & Family Governance

Fri, May 15

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Online via Zoom

A practical family wealth planning workshop for high-income families focused on next-generation readiness, communication, and long-term continuity.

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Keeping Wealth in the Family - Next-Gen Planning & Family Governance
Keeping Wealth in the Family - Next-Gen Planning & Family Governance

Time & Location

May 15, 2026, 5:00 PM – 6:00 PM PDT

Online via Zoom

About the event

Why Wealth Doesn’t Last

Most wealth is lost due to:

  • Silence

  • Misalignment

  • Lack of preparation

This session focuses on communication, structure, and values — not entitlement.


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