Wealth management encompass all parts of a person’s financial life. It is a holistic approach in which a single manager coordinates all the services needed — investment management, wealth structuring, credit and banking — to manage your money and plan for your family’s current and future needs. In this session, we will dig deeper into the fundamentals of wealth planning to help you:
- Preserve your wealth / Is your current investment strategy achieving your desired goals?
- Help build a legacy / How do you protect or grow your wealth and create a legacy?
- Share your wealth with the next generation / Do your children or grandchildren have the financial education needed to be good stewards of family wealth?
- Plan for growth and succession in your private business / Do you have a plan in place to build, grow and sell your business that protects your assets and provides more value for you and your family and less for Uncle Sam?
- Support charitable causes that are important to you / How do you support charitable causes with gifts of specialty assets – art, securities, business partnerships and real estate – that provides maximum benefit for you and the charity?
Speakers/Panelists:
Lee Parker
Vice President and Private Client Associate at U.S. Trust, Bank of America Private Wealth Management
