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With the privilege of owning and operating a multi-generational family business comes tremendous responsibility to educate children in the family about the business and wealth management. This panel discussion from the Tugboat Institute Summit 2018, moderated by Dave Whorton, highlights “what not to do” and draws on the expertise of leading family office and multi-generational business experts Spencer Burke, Executive Vice President, St. Louis Trust Company; Kim Sheehy, Vice President, Fidelity Family Office Services; and Loren Feldman, Senior Editor, Forbes.
By Tugboat Institute Members & Evergreen Thought Leaders4.8
88 ratings
With the privilege of owning and operating a multi-generational family business comes tremendous responsibility to educate children in the family about the business and wealth management. This panel discussion from the Tugboat Institute Summit 2018, moderated by Dave Whorton, highlights “what not to do” and draws on the expertise of leading family office and multi-generational business experts Spencer Burke, Executive Vice President, St. Louis Trust Company; Kim Sheehy, Vice President, Fidelity Family Office Services; and Loren Feldman, Senior Editor, Forbes.

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