Trending Wealth Transfer Strategies
Submitted by Abbie.Boyer on Wed, 2023-05-10 16:28
An Intentional Blueprint for Successful Family Businesses and Family Offices
Join Chad L. Reyes, Co-founder of Wealth & Legacy Group; Judy Pearson, Family Office and Trustee Liability Group Leader at Woodruff Sawyer; and David Shaw, Publishing Director at Family Business Magazine, for an impactful discussion on trending wealth transfer strategies.
THURSDAY, JUNE 1, 2023
2 PM ET | 11 AM PT
After many years of hard work, sacrifice, and tremendous risks taken and overcome, you may still find yourself dealing with the hard facts, which show 90% of all wealth fails to make it to the third generation and 97% fails to make it to the fourth generation.
Over the next two decades, we will see more wealth ($30-$90 trillion) transfer from one generation to the next than at any other time in history. In this webinar, we will be sharing the two reasons why wealth fails to make it across generations and strategies on how to intentionally increase the probability of your family not becoming a statistic.
This webinar will introduce:
- A real-life case study
- An intentional way to integrate your purpose, vision, and values into your wealth transfer planning
- A clear understanding of how a private trust company can benefit your family
- A clear wealth transfer blueprint to improve your probability of transferring wealth
Chad L. Reyes
Entrepreneur, Speaker, Author and Coach, Wealth & Legacy Group
Chad L. Reyes is a Purpose Driven Entrepreneur, Speaker, Author and Coach to successful families who along with his wife and business partner Danielle have founded 3 organizations to support their vision of guiding entrepreneurs, business leaders and their families to make a positive difference in their world. Mr. Reyes has been working with entrepreneurs and their families for nearly 2 decades helping to coach, mentor and stretch them and their family to reach their full potential.
Chad and his wife Danielle created WLG to serve successful families who have an intentional desire to move from success to significance. They accomplish this by guiding successful entrepreneurs, industry leaders and generational families through a unique experience to fulfill the vision for their wealth and loved ones.
Chad and his wife are humbled to be friends with and personally mentored by John Maxwell, the #1 leadership expert in business by the American Management Association® and the most influential leadership expert in the world by Business Insider and Inc. Magazine.
Family Office and Trustee Liability Group Leader, Woodruff Sawyer
Judith is a seasoned insurance and risk management expert who leads the Family Office & Trustee Liability Resource Group at Woodruff Sawyer. Trust laws and structures are changing, complex, and contradictory, creating fiduciary responsibility and personal liability. Judith educates trustees and other fiduciaries to reduce risk and implements insurance solutions to protect personal wealth and family legacies. Her clients range from individual and professional trustees, trust companies, law firms, and CPAs as well as family offices and private trust companies.
Judith is a frequent speaker at trust and estate forums and the American Banking Association (ABA) Trust School, She has been quoted in The Wall Street Journal, New York Times, The Economist, Chicago Sun Times, LA Times, and Art and Auction Magazine and has written articles for magazines Trust & Estates, Wealth Management, and Estate Planning. Judith is a past president of ARIS Title Insurance Corporation, which was formed under her direction to provide title insurance for fine art and other important collectibles. While leading ARIS, she was named one of the “2015 Power of 100 Leaders” in the art world by Blouin/Artinfo International for her role as an insurance innovator.
Judith’s background includes serving as founder and CEO of Nomadx Solutions, LLC, which provided risk management solutions to fiduciaries. She was also senior executive vice president of AON’s Financial Services Group and its intellectual property division, and held underwriting management positions at AIG and Chubb, where she specialized in intellectual property liability, directors & officers liability, fidelity and similar coverage forms and underwriting for US-based Fortune 500 and equivalent foreign-based corporations.
Publishing Director, Family Business Magazine
David Shaw is the publishing director of Family Business Magazine and its sister publication, Directors & Boards. With more than 30 years of experience in business-to-business and consumer media markets, he has served as an editor, publisher, publishing director, group publisher and group vice president of a variety of publications, trade shows, conferences and websites.
Prior to founding GRID Media, David served as senior vice president for Phillips Business Information Inc., where he oversaw nearly 100 discrete media properties, and helped build the business from $35 million to more than $100 million in annual revenues. He is a frequent author and speaker on issues related to business-to-business media, multi-generational family businesses and private and public company governance. He is married, with two grown children, one serving in the Navy and the other in law school.
• No cost to attend
• Opportunity for questions and feedback
• Unbiased third-party family business education
• All participants can receive a copy of the webinar materials after the event, upon request
• All participants receive Family Business Magazine weekly newsletter, with news, tips and trends that impact your family business. You may, of course, opt out at any time.
• 60 minutes — maximum value for time