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 review the white paper below from 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".
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.