An exciting evening ahead as our Annual General Meeting is underway! We’re looking forward to an engaging and informative evening reporting on the Institute’s activities, performance and strategic direction.
Watch this month's Executive Director's Report video!
Watch this month's Executive Director's Report video
Watch this month's Executive Director's Report video
President and Wealth Advisor at The Thigpen Group
“Legacy planning” hopefully will continue to replace “estate planning”. Wealtholders deeply care about passing family values down every bit as much or more than traditional estate planning focus. Philanthropic planning becomes a multi-generational endeavor for ultra high net worth families. I also agree that personal flourishing is one of the highest priorities for UHNW wealtholders. Some valuable insights are shared here.
In 2024's third quarterly newsletter, you'll find a Letter from the Chairman of the Board, Resource Library updates, our monthly themes and more. Learn more here: https://lnkd.in/e8jGKpqi
Watch this month's Executive Director's Report video
Watch this month's Executive Director's Report video