2020 Annual Wealth Conference Session 5 - Will Your Client's Wealth Unify or Divide Their Families?

2020 Annual Wealth Conference Session 5 - Will Your Client's Wealth Unify or Divide Their Families?


Hosted By: Private Wealth Management Committee
Level: General
Format: Online (Please note that all times are EDT)

Evolution from the Specialist to the Generalist
CFA Society Toronto is pleased to announce the return of our Annual Wealth Conference, now offered as an online webinar series.

As the number of competitors fighting to serve high net-worth clients increases so does the need to ensure that we all provide our clients with quality advice. It appears that the leading advisors are those that can evolve their business to focus on building a wealth program for their clients rather than the much more traditional one dimensional investment program. 

High net-worth clients continue to demand that all of their advisors work together, and this collaborative client centric approach is becoming the new industry standard. Meaning that as investment advisors we need to continue to broaden the scope of our knowledge in order to be able to effectively communicate with our client's other advisors. This year's conference features a number of sessions which are designed to helps us all manage risks that are found outside of our client's traditional portfolios.

SESSION 5: Will Your Client's Wealth Unify or Divide Their Families?
The Williams Group is a consultancy with a 50 year history of helping UHNW families navigate complex, sometimes emotional, and changing circumstances. This work is often done in the context of a series of family meetings, where they work to establish trust and clarity between family members. Amy Castoro will lead a discussion for Advisors to gain comfort and skills with non-financial conversations regarding wealth transfer and engaging the next generation in families.

Registration Deadline: 27 September - 11:59 PM
Please Note: Zoom login details will be sent 1-2 business days prior to the event date. Please remember to check your spam folder.


  • When

  • Tuesday, September 29, 2020
    10:30 AM - 11:30 AM
    Eastern Time

Outlook Outlook
iCal iCal
Google Google
Yahoo! Yahoo!