Family Integration: Clients Think They Have It; Advisors Think They Deliver It; Most Are Wrong
Description of Presentation:
As we work day to day as advisors we meet many who often separate their wealth in their mind into three different silos. They think of their investments separately from their estate plan separately from preparing their family. On the investment side they often have multiple advisors and there is often overlap on asset classes, risk, fees, conflicts of interest and different approaches to process and styles. In the area of estate planning many view it as death planning. And, it’s usually thought of as tactics by interest or by necessity. In the area of family it’s usually a missed family opportunity. It’s informally discussed or never done at all. To add insult to injury, people usually build mental barriers between the three concepts of investments, estate planning and family that preclude them from getting the quality coordinated work done. We, all, as expert advisors owe it to our clients to think and work daily in an integrated manner. Tom will describe and explore tools to help a family be more intentional about creating a long term integrated view. We owe it to our clients to work together to help families succeed over the generations.
Tom Rogerson Biography (abbreviated)
Tom Rogerson joined Wilmington Trust in 2011 with over three decades of experience in preparing families as wealth is transitioned from generation to generation. Earlier in his career, Tom served as Director of Financial/Estate Tax Planning with Coopers Lybrand. Tom is an internationally known speaker on the topic of Family Governance, and has been voted as the top speaker by Charles Schwab and Tiger 21.
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NJ CPE - 1.0 credit. Family Integration: Clients Think They Have It; Advisors Think They Deliver It; Most Are Wrong (Intermediate/ Topic Other).
CFP - 1.0 credit. Family Integration: Clients Think They Have It; Advisors Think They Deliver It; Most are Wrong. Program ID:237544
NJ Insurance – 1.0 credit. Course # 88898961 Family Integration: Clients Think They Have It, Advisors Think They Deliver It; Most Are Wrong (Gen/Classroom)
CTFA – 1.25 credit. " Family Integration: Clients Think They Have It: Advisors Think They Deliver It: Most Are Wrong has been approved for 1.25 CTFA credits. This statement should not be viewed as an endorsement of this program or its sponsor." ICB Members must report these credits at aba.csod.com
CTFAs are no longer required to break down and report their continuing education (CE) credit by knowledge area.
NJ CLE – 1.0 credit pending