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.
Policy and Taxation Group is your voice in Washington on economic freedom. We advocate for policies that allow American families to fully enjoy the economic liberties and benefits of a robust free market unique to our nation. For over 25 years, we have been the loudest voice in the nation’s capital on eliminating the death tax. This ill-conceived tax has a destructive impact on families, family businesses, job creation, and the national economy.
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