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Multigenerational Wealth & Family Wealth Transitions

September 19, 2017 @ 9:30 am - 11:00 am

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 3rd 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 3rd party professionals.


September 19, 2017
9:30 am - 11:00 am


American Chamber of Commerce in Poland
00-105, Twarda 18, Warszawa Poland + Google Map
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