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Managing Wealth’s Impact: What, When, and How to Talk to Heirs About Wealth - Baltimore, MD and Washington, DC

September 10, 2015–Baltimore, MD and Washington, DC


Managing wealth isn’t just about the numbers. Many families struggle with how to communicate effectively about wealth, how to make decisions together regarding wealth, and how to navigate differences in generational styles and priorities. In this presentation, Jill Shipley, managing director of Family Dynamics and Education at Abbot Downing, focused on insights and examples to help parents, family office professionals, and wealth advisors address how to ensure wealth has a positive impact on the next generation.