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Managing Wealth's Impact: What, When, and How to Talk to Heirs About Wealth - Chicago, IL

November 16, 2015–Chicago, IL

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. This presentation by Jill Shipley, managing director of Family Dynamics and Education at Abbot Downing, focused on insights and examples to help families and their advisors address how to ensure wealth has a positive impact on the next generation.