How Current Generations (All of Them!) Impact Family Wealth, Business, and Philanthropy

Publication Date: December 31, 2016

Many conversations about generations focus on communication, estate planning & legacy, or issues in the workplace. Although these certainly are important, few people talk about why generational perspectives are so impactful, why we should pay attention to them, and how we can use them as tools to facilitate family wealth thriving, corporate success, and business growth for advisors. In this recording, Sharna Goldseker, Lisa Niemeier, Alison Comstock Moss, and Anne Loehr initiate vital conversation around these aspects and make a clearer connection between generational biases and family wealth management; family business or corporate efficiency, productivity, and ultimate success; and the service quality advisors provide their clients, which directly affects business growth.

Copyright 2017 Purposeful Planning Institute

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