Join us on May 19th to discover the Secrets of Successful Families: Creating a Lasting Legacy with guest speaker Justin Miller.
How can families avoid the “shirtsleeves to shirtsleeves in three generations” phenomenon? Not only is it important to prepare the money for the family, but it is also important to prepare the family for the money. This seminar will present the common characteristics of families who have successfully transferred their values—in addition to their wealth—to future generations and will provide examples of practical planning techniques that have helped such families build lasting legacies.
When: Tuesday, May 19th | 2 – 3 PM
Where: Moldaw Residences | 899 Charleston Rd., Palo Alto
Space is limited and registration is required! Use the form below to RSVP today.