The Bristal

Family Love Letter: An Intergenerational Wealth Transfer Program

Date: Wednesday, June 8, 2022
Time: 5:30pm - 7:30pm
Location: Encore Luxury Living, 300 Jericho Turnpike, Jericho, NY 11753
Speaker: Cheri Brooks, Neuberger Berman Senior Vice President

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The Family Love Letter is an intergenerational wealth transfer program designed to pave a path for individuals to deepen their relationships and change the conversation with the entire family.  It is a roadmap which employs a “storytelling” process to gather pertinent information.  The program is also designed to build alliances with attorneys, CPAs and other centers of influence, creating a forum to cross-pollinate referrals while opening the door to the next generation of wealth.  

What makes the Family Love Letter program different, especially in our new virtual environment?

  • Differentiates your practice by positioning your team as the Family’s Primary Provider
  • Initiates family conversations up & down generations
  • Adds human element to difficult, uncomfortable topics
  • Engages the spouse / typically family’s emotional gatekeeper
  • Hosting client events in a virtual setting eliminates the geographic constraints advisors tend to face with meeting the adult children
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