Next Generation Forum: Preparing Your Heirs for Wealth: A Practical Guide

Next Generation Forum: Preparing Your Heirs for Wealth: A Practical Guide

By Count My Dollar
Online event
Multiple dates

Overview

Join us online to learn easy tips for prepping your heirs to smartly manage and grow your wealth!

Next Generation Forum: Preparing Your Heirs for Wealth


Join the CMD Next Genration Forum online room for a practical guide to help you get your heirs ready for managing wealth like pros. This forum is packed with insights. Don't miss out on strategies that succession planning smoother and stress-free.

Each week, we'll discuss a subtopic under this general topic

Gain insights, solve pressing governance/succession issues, source vetted strategies, and ensure wealth architecture is resilient.

Our Tuesdays sessions are designed for
Family Principals and Next-Gen Leaders overseeing enterprises
C-Suite Executives (CIOs, CEOs, CAOs) of Single-Family Offices

When: Online event
Why Join? Because preparing your heirs today means securing their tomorrow!

Category: Business, Finance

Good to know

Highlights

  • 1 hour
  • Online

Location

Online event

Organized by

Count My Dollar

Followers

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Events

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Hosting

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Free
Multiple dates