May Event

Preparing Heirs: Will They Be Ready to Take the Financial Wheel?

Thursday, May 3, at 6 p.m. ET
Ruth’s Chris Steak House
23151 Village Shops Way – Coconut Point Mall – Bonita Springs, FL

You are cordially invited to join our intimate dinner discussion on heir-preparation. Seating is limited to a small group.


RSVP: To confirm, please email Tamara Surratt or call (239) 949-1982. Can’t make it? Sign up to be notified of future events here.

Only 30% of affluent families are able to successfully transfer wealth to the second generation, and only 10% to the third generation. Why? What behaviors and strategies do the successful families employ? What can we learn from them? Over dinner, our experts will guide a private, facilitated conversation on the best practices to prepare heirs to take the financial wheel when the time comes.

We will discuss:

  • Proactive estate planning to help avoid unintended consequences
  • Pitfalls that can derail families
  • Practical and easy-to-establish steps to prepare heirs
  • How families can pass along the values with the valuables
  • Establishing a “legacy” and how this helps families sustain their wealth

Our guest speakers include:

Brad GalbraithPartner, Galbraith Law
Tamara SurrattCEO, Legacy Family Office
Judith Kolva, PhD.Founder, Legacies In Ink


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