Heard from clients luncheon

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HEARD FROM CLIENTS: WILL I RUIN MY FAMILY IF I GIVE THEM TOO MUCH MONEY?

After years of working with clients, we’ve observed that many families share similar questions. Periodically, we will answer these questions in our Heard from Clients series. Every time, the questions we answer will be inspired by clients.

 Luncheon on March 29 with featured speakers:

  • Tom Handler, Partner, Chairman, Advance Planning & Family Office Practice Group
  • Alin Wall, CPA, Armanino LLP
  • Elaine Martyn, Vice President & Managing Director, Private Donor Group

Moderator: Andy Hart, Managing Partner Delegate Advisors

We've all seen the worst: heirs of wealthy and famous with everything who ultimately value nothing. But in a world of instant gratification, constant distraction and abundance, how do you teach values, work ethic and gratitude to your family members? In this lunch-and-learn series featuring a panel of expert speakers, participants will hear tried and true practices that help wealth creators prepare their heirs of all ages to be good stewards of wealth.

For more information, please contact us at 919.932.8400 or via email: thomas@delegateadvisors.com.