Broker Check
15 March
Multi-Generational Wealth Management: An Integrated Approach to Family Dynamics, Wealth Preservation, and Tax Advantaged Growth (10:30 AM EST.)

Description

Introducing Family Wealth Education
Best Practices of Family Continuity
  • Establish shared values
  • Define family mission
  • Establish boundaries
  • Support family members lives and purpose
  • Prepare heirs to manage inherited wealth
  • Practice skilled communication
  • Engage in mutual learning
  • Promote wealth stewardship
  • Give back
  • Take a long-term view
Investment, legal and tax strategies do not themselves guarantee a wise plan for the preservation, growth and meaningful transfer of your wealth, values and hopes for the future of your family. Successful family wealth preservation, growth and legacy transfer requires effective communication, deliberative planning, healthy family relationships, education and trust among the generations. This seminar will give you an informative orientation and opportunity to ask questions and discuss the Family Legacy Wealth Preservation, Growth and Transfer process in a tax efficient and advantaged manner. We will also cover Estate Planning for Your Digital Legacy for comprehensive estate planning.
 
Call 239-947-9255 for reservations as seating is limited.  If you cannot attend, feel free to schedule an introductory consultation and visit the Family Legacy Planning section at www.castlefinancial.com for more information.
Presented by:
Martin Phillipps, LMFT - Licensed Marriage and Family Therapist has been working with individuals, family firms, private businesses and Fortune 500 companies for over 40 years. His consultation projects have included crisis management in family firms, organization assessment and succession planning in collaboration with financial, tax and legal professionals. Martin is a clinical member of the American Association for Marriage and Family Therapy. Since 1971 he has developed and managed several mental health programs at Hospitals and Medical Centers, including those for the Department of Defense, family therapy programs and medical family therapy in oncology. He has been an adjunct professor at St. John’s University. Martin maintains a private practice in family and medical family therapy, in addition to consulting to family firms, privately-held entities and Fortune 500 companies. He has presented workshops on family businesses at the annual meeting of AAMFT, Chambers of Commerce and has received many awards and recognition for his work throughout his long and esteemed career.
 
Joseph A. Romano, Esq. - Lowenstein Sandler, LLP - Joseph represents high net worth individuals and families in complex trust and estate planning aimed at the preservation of wealth and the maximization of tax benefits. His practice focuses on the creation of sophisticated estate plans through the use of various trusts, as well as trust and estate administration, philanthropy, and trust litigation.  Joseph uses his planning expertise to address a wide range of client planning needs including residence transitions to Florida, digital legacy planning, and business succession.
Al Procaccino II - Certified Financial Fiduciary®, Certified Financial Planner™, Certified Fund Specialist®, Certified Digital Asset Advisor™, former awarded 5 Star Rated Morningstar Institutional Money Manager and President, Chief Compliance Officer of Castle Financial, a Registered Investment Advisor with the SEC and many states throughout the USA. Al is a member of the National Society of Accountants, The New Jersey Association of Public Accountants and has had the pleasure of advising individuals, family businesses and major corporations to manage their wealth for over four decades.



Securities offered through Modern Capital Securities, Inc. Member FINRA/SIPC. Fee based advisory services processed through and supervised by Castle Financial & Retirement Planning Associates, Inc., an SEC Registered Investment Advisory Firm and separate entity from Modern Capital Securities, Inc. and Charles Schwab & Company, Inc.  

Date and Time

Fri, Mar 15, 2024

10:30a - 12:00p EST

Location

Bonita Spring Estero Realtors

25300 Bernwood Drive
Suite #1
Bonita Springs , FL 34135

Note

Two sessions at 10:30AM and 2:30PM (refreshments will be served)

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PT1H30M

Event Registration