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Event Recording: Passing Wealth & Values to the Next Generation Thumbnail

Event Recording: Passing Wealth & Values to the Next Generation


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.

Featured Panelists:

  • 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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Simon Quick is an SEC registered investment advisor with offices in Morristown, New Jersey; Chattanooga, Tennessee; and Denver, Colorado. A copy of our written disclosure brochure discussing our advisory services and fees is available upon request. References to Simon Quick as being "registered" does not imply a certain level of education or expertise. No information provided shall constitute, or be construed as, an offer to sell or a solicitation of an offer to acquire any security, investment product or service, nor shall any such security, product or service be offered or sold in any jurisdiction where such an offer or solicitation is prohibited by law or registration. Additionally, no information provided in this report is intended to constitute legal, tax, accounting, securities, or investment advice nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. It should not be assumed that future performance of any specific investment or investment strategy will be profitable, equal any corresponding indicated performance level(s), be suitable for your portfolio or individual situation, or prove successful.

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