Monday, April 20, 2015 8:15 AM - 9:15 AM
Chief Fiduciary Executive
U.S. TRUST COMPANY
New York, New York
Today's families are complex, with emotional, lifestyle and financial needs that are closely intertwined. The combination of a family's values, generational needs and differences, and goals is likely to require a comprehensive approach to develop a thoughtful, integrated plan to help reach those goals. In the end, "family wealth" is about so much more than account balances, investment choices and tax awareness. In fact, family wealth is really about people: both relationships and fundamental issues such as mortality and the legacy that each hopes to leave. Please join Chris Heilmann, Chief Fiduciary Executive at U.S. Trust, as he shares his views, based on his 42 years of experience, on the opportunities families have today and how these opportunities can influence perspectives on wealth.