Family Business owners plan their business as a legacy to their family, their employees, and the community. To sustain and grow that legacy, estate planning is critical. Please join us for this upcoming webinar with BNY Mellon Wealth Management to learn some of those planning tools. BNY Mellon Wealth Management is a critical sponsor of the work done by Family Enterprise USA.

Introduction to Family Governance:  How to Hold A Family Meeting, Introduction To Values Based Approach to Legacy

Tuesday, September 14th
11 AM PT | 2 PM ET

BNY Mellon Wealth Management invites you to join us on Tuesday, September 14th  for an introductory webcast on family governance.

Join expert Boryana Zamanoff, Family Wealth Strategist and Ben McGloin, Head of Advice Planning & Fiduciary Services for a conversation on how to introduce your family to a values based approached to legacy and a discussion on how wealth affects the drive, purpose and well-being of the next generation.

Featured Speakers

  • Ben McGloin
    Managing Director, Head of Advice Planning & Fiduciary Services
    BNY Mellon Wealth Management
  • Boryana Zamanoff
    Family Wealth Strategist
    BNY Mellon Wealth Management

Have your questions ready. There will be Q&A during the call.

Family Enterprise USA advocates for American Family business. We help family businesses communicate their challenges and contributions to American economic freedom to Legislators. We represent all American family businesses; not just specific industries and provide research to enhance the opportunity for success. We help family businesses continue to establish their unique business legacy. Family Enterprise USA is a 501(c)(3) non-profit organization.. Family foundations can donate.

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