In this panel discussion we discuss how to instill self-reliance, resilience, and respect for capital in the next generation. In the recording, the panelists consider how financial education, family values, and estate planning strategies come together to perpetuate family success for multiple generations.
- Michael S. Arlein, Partner at Patterson Belknap Webb & Tyler LLP
- Janet Kelly, Head of Practice Management Consulting at BNY Mellon | Pershing
- Leslie C. Quick III, Managing Partner at Simon Quick Advisors (Moderator)
- J. Peter Simon, Managing Partner at Simon Quick Advisors
We hope you find this panel insightful and please reach out to us with any questions.
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