How Families are Approaching Intergenerational Wealth Transfer in an Election Year

With a pivotal presidential election less than two weeks away, it’s crucial for families to consider and plan accordingly for the potential financial implications of an administration change.

Excelsior’s founder, Brian Adams, recently hosted four intergenerational wealth experts in our ongoing webinar series to discuss how families should approach their finances during an election year. The panelists were Aaron Flinn of Waller, Lansden, Dortch & Davis, Chris White of Chronicle Partners, Josh Peifer of Ernst & Young, and William Crenshaw of 2nd Generation Capital, each of whom are working diligently to guide their clients through the uncertainties that this year has brought.

In this webinar they discussed:● Managing a variety of family personalities

● Conversations you should be having with your financial advisors

● Strategic planning and client education

● The importance of personal financial reflection

● Charitable donation options

Hosted on Acast. See acast.com/privacy for more information.