Webinar | The Next Generation: Preparing for a Wealth Transfer

You’ve spent a lot of time and energy building your wealth—not just for you, but for your children as well. Passing on your wealth to the next generation requires proper planning and clear communication; without it, your assets could cause discord among your heirs or lose value in the process.

On December 17th, we hosted webinar on preparing to transfer your wealth to your children. Specifically, we covered...

• Why it’s crucial to have a plan for transferring your assets
• How to discuss a future wealth transfer with your children
• What you can do to help your children prepare for their future inheritance
• The risks of assuming that your assets will be appropriately divided among your heirs

Meet the presenters:
 

Andrew Bass
Andrew is the Chief Wealth Officer at Telemus, where he has been a member of the team since its inception in 2005. As the Chief Wealth Officer, Andrew is responsible for all strategic financial and life management services. He works with high-net-worth members to ensure their financial life plans are designed to achieve realistic goals in both the short and long term. Andrew received his B.B.A. and M.B.A. from the University of Michigan.

Michael Ran
Michael is a Financial Life Analyst and has been a member of the Telemus team since 2018. Michael handles much of the reporting and analytics for his team, assists in portfolio analysis of prospective clients and builds in-depth financial plans.