Institute for Family Governance (IFG) Miami 2024 Conference

Private Wealth Services attorneys Mark Haranzo and Christopher Boyett will be speaking at the upcoming Institute for Family Governance (IFG) Miami 2024 Conference. They will share their insights through panels focusing on the pivotal roles trusted advisers play in facilitating successful intergenerational wealth transfers, along with strategies for preparing the next generation for leadership, using real-world case studies to provide context and actionable advice.

Session Times and Topics

How to Prepare the Next Generation for Leadership
9:00 – 9:50 a.m.
Moderator Mark Haranzo

What Can Trusted Advisors Do to Help Facilitate a Successful Inter-Generational Transfer? – Case Studies
9:50 – 10:50 a.m.
Speaker: Christopher Boyett