Welcome Back! Cocktail hour and Dinner
Welcome Back! Reconnect with your peers at our September 25th, 2012 Event
beginning at 5:00 pm with Cocktail Hour.
Bring a guest and be entered to win our gift card drawing, plus guests attend at the member rate!
“Family Governance: Preparing the Family for the Money”
Presented by Scott S. Small
Senior Director, MidAtlantic Region, First Vice President, BNY Mellon,
Most asset managers spend all their time preparing money for their clients and their families (i.e. building and preserving asset value). Rarely, do they spend time helping family patriarchs and matriarchs prepare their families for the money. This may be one of the primary reasons families with significant wealth often experience the loss of wealth within three generations (sometimes referred to as ‘shirt sleeves to shirt sleeves’ in three generations). This talk will wrestle with such questions as: When and how much should we disclose to our children about our wealth? How can we pass along our values about philanthropy and making a difference with family wealth?
Sponsored by BRE Financial Solutions, Inc.
BRE Financial works with plan fiduciaries and their designees with regards to their company’s retirement plan so they can make informed fiduciary decisions without having to learn a second career. That way the plan fiduciaries can focus their attention on their core strength, namely running their business. We strive to instill confidence in the owner that he or she is exceeding requirements demanded by ERISA, and to energize both the owner and the employees with the knowledge that their plan is the best that it can be.
Cancellations must be received by the Administrator by the Friday prior to the meeting by calling 717-258-4844.