Topics include:

• Different characteristics of generational groups (Traditionalists, Boomers, Gen X, Gen Y, etc)
• How these different generations view wealth, ideals, and why it makes wealth transfers difficult
• Generational Shifts- Estimated $41 Trillion dollars is transferring generations over the next decade or two, a lot will be unsuccessful.
• Difficulty of successful family/business wealth transitions past 3 generations (Reilly Financial is in its successful 3^rd generation)
• How to begin legacy planning/estate Planning and starting family conversations for inheritance transfers and leaving your legacy
• Most common factors in unsuccessful family wealth transitions
• Tips for success and the importance of financial advisors and other 3^rd party professionals.