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Family Strategic Planning 3-Session Summer Bootcamp

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Join us at our next Family Strategic Planning 3-Session Summer Bootcamp with Gail Covington.

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Join us at our next Family Strategic Planning 3-Session Summer Bootcamp with Gail Covington, Senior Vice President and family wealth Director for the Covington Wealth Management Group at Morgan Stanley, to learn how to strategize management of a Family Business, develop successful planning skills, and understand gifting strategies, as well as, tax issues.

Do not miss out on these three bootcamp sessions happening on July 15, 22, and 30.

THREE SESSION AGENDA

GOVERNANCE AND FAMILY (July 15, 3:00 - 4:15 PM)

Learn how to strategize the management of family issues, as well as, the variety of family governance and wealth management structures

SUCCESSION PLANNING (July 22, 3:00 - 4:15 PM)

Learn how to strategize your business succession, including addressing typical business succession issues, planning process considerations, and estate taxes.

TRUST AND ESTATE PLANNING (July 30, 3:00 - 4:15 PM)

Learn how to strategize your traditional and advanced gifting strategies, understand transfer tax issues and non traditional wealth transfer strategies.

ABOUT THE SPEAKER

Gail Covington is the Founder and Managing Partner of The Covington Wealth Management Group practice and is responsible for all aspects of the investment process, portfolio construction and risk management. Since establishing the practice in 1999, Gail has worked closely with C-suite and private equity executives and company founders as well as their families and family offices. Serving as a trusted advisor across market cycles and across generations, she leads the team’s efforts to help each client implement comprehensive wealth management solutions based on their specific objectives. As a Family Wealth Director, Gail welcomes the challenges that come with managing significant wealth and is dedicated to a holistic approach to legacy building. Based in San Francisco, the practice is naturally focused on the needs of tech executives and investors, and covers clients in the Bay Area, Seattle, Los Angeles, Utah, New York, and Florida.

Gail spent the early part of her career as an investment banker at Goldman Sachs, raising capital on behalf of small corporations and municipalities. As an Oakland native, Gail is a graduate of Williams College where she studied Economics and Political Science and Harvard Business School (concentration in Finance and Capital Markets). Demonstrating her commitment to community and the arts, Gail serves on the Board of the San Francisco Symphony where she is a Vice President, member of the Investment Committee, and Chair of the Nomination and Governance Committee. Gail also serves on the Board of the East Bay Center for the Arts and is a member of the Investment Committee.

Finally, Gail spends her free time with her husband John, two young adult sons and their Portuguese Waterdogs, Lena and Langston. She enjoys playing her violin and collecting Bordeaux wine.

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Organizer Fresno State's Institute for Family Business

Organizer of Family Strategic Planning 3-Session Summer Bootcamp

The Institute for Family Business is a comprehensive resource center for education, family business knowledge, and community involvement that serves the needs of the family-owned and closely-held partnerships in the Central California area with the intent of improving the success of families and their businesses. In addition, the Institute provides a neutral forum where important family business issues can be openly discussed, encouraging the exchange of ideas and information among trusted experts and family business owners. 

 

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