Event Details

August 3, 2017 | 11:30 am - 1:00 pm


Preparing Heirs for Wealth Inheritance:  

A Dialogue Between the Generations

For many families, a conversation about wealth or business inheritance is an uncomfortable topic. Much of this discomfort stems from generational differences in beliefs about wealth, money, family, and work ethic.

In this interactive session, we’ll uncover how perceptions can get in the way of having essential conversations about these very things. With guidance from two experienced and knowledgeable presenters from the Family Dynamics department at Wells Fargo Private Bank,  participants will have an opportunity to begin a discussion on wealth and business inheritance with a fellow family member while breaking down misperceptions that may be undermining business or family relationships.

WHO SHOULD ATTEND: Multiple generations and parent-sibling teams.

WHEN: Thursday, August 3rd  |  11:30 am – 1:00 pm (light lunch provided)

WHERE: Del Paso Country Club

Katherine Dean, CFP, CIMA
National Director, Family Dynamics, Wells Fargo Private Bank
Read more about Katherine here.

Suzanne Mansell, Vice President, Family Dynamics Consultant Wells Fargo Private Bank Read more about Suzanne here.




Del Paso Country Club
3333 Marconi Avenue
Sacramento, CA 95821
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