Join us on May 24 for a client appreciation luncheon.

The Family Love Letter is an intergenerational wealth transfer program designed to help you and your loved ones in what is often a time of confusion.

Creating a Family Love Letter can help you have sensitive conversations with your family about preserving, protecting, and transferring the legacy you will one day leave behind. Crafting your own personalized Family Love Letter will help you make thoughtful choices and feel prepared while also preventing rash decisions and mistakes during a time of grief and confusion.

Please join us and our guest speaker from Neuberger Berman for a discussion on how to give this “gift” to your family. The Family Love Letter workbook will be gifted to all guests in hard copy at the luncheon.

Over the years, "Family Love Letter" has been lauded in The Wall Street Journal, Medical Economics, Redbook and CNBC. 

Please feel free to bring a guest. We have limited capacity and seats will be reserved on a first come basis.