Family Legacy Planning Series
Hosted by Jamie McLaughlin
Zoom meeting link will arrive with registration confirmation email
Cancelling your registration will remove your access to the event. If you proceed, you will no longer be able to participate or access event-related materials.
Deleting your account will remove your access to the event.
Event questions? Contact Rachel @ ✉ Circles@R360global.com
Family Legacy Planning Series
Hosted by Jamie McLaughlin
Zoom meeting link will arrive with registration confirmation email
Especially relevant for members with teenage children, though the insights apply at every stage of parenting.
When should children start learning about family wealth? The answer may surprise you! It often begins long before they can understand dollars or inheritance.
Join us for an interactive session with family wealth advisor Jeff Savlov, who has spent 30+ years helping family businesses and high-net-worth families navigate wealth and legacy across generations, as he explores how to prepare the next generation for the opportunities and responsibilities that come with wealth — from toddlerhood through the teenage years. Jeff will share practical tools for talking about wealth without focusing on numbers, and how intentional family storytelling can pass down purpose, resilience, and values across generations.
A trained family therapist and psychoanalyst, Jeff has spent his career helping enterprising families build harmony and navigate generational transitions with intention.
This will be an interactive conversation, with plenty of time for audience questions.
We hope you'll join us for this thought-provoking discussion.
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