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Complementary Combinations: Investments, Taxes, and Family Dynamics

August 19, 2015–Raleigh, NC


Working from a foundation of shared core values through thoughtful planning and a strong communication and governance model can lead to an impactful and profitable investment strategy. At this event, an interactive panel of Abbot Downing thought leaders, including Arne Boudewyn, managing director of Family Dynamics and Education, Doug Evans, senior managing director of Asset Management, and Lisa Featherngill, managing director of Wealth Planning, discussed the successful integration of the qualitative and quantitative aspects of managing wealth.