First-generation wealth creators have a rare opportunity to lay the groundwork that will ensure lasting family wealth for generations to come.

Whether you are a principal of a single or multiple-family office, or of a wealth management firm serving families with multi-generational wealth, you will find value in these Guiding Principles for Long-Lasting Wealth and an Enduring Family Legacy:

Don’t mistake wealth for legacy
Distinguish between Your Business and The Business of Your Family
See the world through the next generation’s eyes

This session with Preeminent wealth management experts and seasoned entrepreneurs Robert Balentine and Adrian Cronje (YPO Southern 7) of the storied wealth management firm Balentine is designed to help members think through what it takes to build a meaningful legacy and best support future generations. They offer their first-hand perspective on not only the financial, but also the emotional and psychological challenges that entrepreneurs commonly face.

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