Name
Breakout: Legacy in Motion: Preparing Minds, Managing Trust, Bridging Generations
Date & Time
Thursday, November 13, 2025, 5:30 PM - 6:30 PM
Speakers
Description
This session will consider effective ways to involve the younger generation in family wealth decisions. Succession in multigenerational families is not just about financial planning - it’s about emotional readiness, relationship dynamics, and bridging generational divides.