A motivational discussion of the “soft issues” of the Ultra-High-Net-Worth community, for UHNW families and the professionals who serve them — or want to!

• UHNW Families, Donors
• Wealth managers and advisors
• Attorneys
• Insurance professionals
• Financial planners
• Estate planners

Topics include:
– How much to give, and when? How much to tell, and when?
– The equal vs. equitable debate
– Communication is Everything
– Prenuptial Agreements
– Family Governance / Family Meetings
– Family Philanthropy

“The Answer is Communication, Not Control”

“The Magic Bullet”

“Muscle Memory”

“Teaching Children Responsibility”