Putting Theory into Practice- Number 3 in a continuing series
At a leading wealth management conference in January, 46% said that family conflict poses the greatest threat to successful planning. Regrettably, many traditional estate planning structures sow the seeds of conflict as well as breed both independence and dependence, all of which are leading causes of family wealth disintegration. There is a better way.
Join Family Governance expert Tom Rogerson and leading estate planning attorneys Marvin Blum and Gary Post, as they discuss estate planning approaches to foster healthy family governance and effective succession planning.
As a recognized leader and pioneer in family governance, Tom Rogerson assists families with communication, philanthropic vision, legacy planning, succession, and education. He brings more than three decades of experience to families, helping them transition significant capital, both financial and human, from one generation to the next.
Tom is a much sought-after speaker for wealthy individuals, family offices and entrepreneurs. His past engagements include The Young Presidents Organization, The World Presidents Organization, Tiger 21, Harvard University Business School, The Lincoln Center, Yale University, Museum of Modern Art, The Nature Conservancy, New York Botanical Garden, The Dallas Foundation, The New York Community Trust, The Boston Foundation, as well as many other organizations.