Family Dialogues on the Responsible Stewardship of Wealth

The STEP Responsible Stewardship of Wealth Thought Leadership Strategy Group has prepared a Guide for Family Dialogues. In this session, two of the authors of the Guide, Philip Marcovici and Gina Pereira, will provide an overview of the Guide and, more importantly, outline how the Guide can be used in “family retreats”. Family retreats are a critical way for wealth and business owning families to address many of their asset protection and succession planning needs, and the topic of responsible stewardship is a topic at the forefront of current thinking.

Cost
Free