Quarterly Conversations: Strategies for Effective Family Education

In our first Quarterly Conversations webinar of 2024, we will delve into proven strategies for facilitating effective family education within UHNW households, addressing key topics such as financial literacy, succession planning, wealth preservation, and intergenerational wealth transfer. Learn best practices for navigating the dynamics present in affluent family environments and how to leverage family education to enrich your client relationships.  

This webinar will feature a panel of experts in family education: Anna Nichols, Managing Director and Head of Client Education at Altair Advisers, Amy Castoro, President and CEO of The Williams Group, and Simon Holzapfel, Founder and Executive Director of Crow Box Partners, all of whom bring years of perspective on this nuanced topic.  

Anna Nichols		Simon Holzapfel		Amy Castoro
Managing Director, Head of Client Education Altair Advisers		Executive Director,  Crow Box Partners		President & CEO The Williams Group

Member only webinar. Registration subject to approval. 

Please register here