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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.
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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
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BNY Mellon Wealth Management invites you to join us on Tuesday, September 14th for an introductory webcast on family governance.
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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.
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- 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.
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If you are having difficulties with registration please contact Loren Nelson at loren@family-enterpriseusa.com, or text to 714-553-7681.
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Please stay safe and healthy,
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pmsoldano@family-enterpriseusa.com 712 H Street NE Suite 1330
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About Family Enterprise USA 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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Sponsored By
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