AmCham “Simply Business” series breakfast on Multigenerational Wealth and Family Wealth Transitions by Reilly Financial Advisors

September 19

We invite you to an AmCham “Simply Business” series breakfast on Multigenerational Wealth and Family Wealth Transitions, provided by AmCham member, Reilly Financial Advisors.

 

Our speakers will be Mr. Frank Reilly, President; Gabrielle Reilly, Vice President, and Jason Watters, Vice President Europe and we will discuss:

 

  • How different generations view wealth, ideals, and why it makes wealth transfers difficult;
  • How to begin legacy/estate planning and starting family conversations;
  • Most common factors in unsuccessful family wealth transitions (estimated US$ 41 trillion is transferring generations over the next decade or two, a lot will be unsuccessful);
  • Tips for success.

 

The AmCham “Simply Business” series is a cycle of topical business meetings for people on the run, organized by companies that have a topic, product or service they’d like to present, while providing a simple meal for our guests in exchange.

 

The meeting will take place on Tuesday, September 19 from 9:30 a.m. to 11:00 a.m. in the AmCham Boardroom (Spektrum Tower, ul. Twarda 18, 16th floor).

 

R.S.V.P. Barbara.pocialik@amcham.pl

 
 
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