Sustaining Wealth Through the Generations

November 4 | 11:00-2:30 p.m.

How do you preserve your family’s wealth from one generation to the next? How do you prepare your next generation to receive wealth and be a good ambassador? How does your family define wealth?
If you sometimes wrestle with questions like these, then we invite you to join us for our upcoming family business lunch seminar where you will be challenged to think beyond the traditional definition of wealth and what it means to truly leave a legacy for future generations of your family.
During this seminar, you will have the opportunity to:

  • Explore the other aspects of family wealth beyond financial/physical assets

  • Reflect on and reevaluate your own understanding of your family’s wealth

  • Discuss and explore ways you can prepare your next generation to be a good ambassador of all of the aspects of your family’s wealth

The panel will be moderated by our Director, Meghan Juday. The panelists are thought leaders in their respective fields:

  • Wealth Transfer: Philip Marchese, Senior Vice President, Wealth Management, Morgan Stanley

    Phil Marchese is a founding partner of the Heritage Wealth Management Group at Morgan Stanley in Philadelphia. The team provides wealth management services to entrepreneurs, company executives, and their families.Read More

  • Estate Planning: Frederick Lipman, Partner, Blank Rome

    Frederick D. Lipman, a Harvard Law School graduate, is a senior partner with the international law firm of Blank Rome LLP, who has represented family businesses for more than 50 years and has been a member of a family business. Read more

  • Stewardship & Values: Jay Cherney, Co-Founder and Facilitator, Wealth 360

  • Jay Cherney, Ph.D.is a psychologist with more than 30 years of experience as a clinician, consultant, facilitator, speaker and mediator. Dr. Cherney delivers his one-day workshop, “Navigating Difficult Conversations” for a variety of corporate clients. Read More

Location: Mandeville Dining Room | Mandeville Hall | Saint Joseph's University | Philadelphia, PA

To Register:Click Here

Who should attend: Members of family businesses and family business service providers

For further information please contact:
Nirmala Narayan  |  nnarayan@sju.edu  |  610.660.2218

 

 

Payment Details:

IFBE Members/Sponsors/Family Businesses: FREE

Professional Service Providers: $150

In order to make a payment: Please Click Here

 

The Initiative for Family Business and Entrepreneurship would like to thank our Sponsors