The chief executive of CIBC Atlantic Trust Private Wealth Management, Jack Markwalter, is advocating for wealth workshops to be used as an educational tool to bring generations together. Markwalter says the firm’s goal is to “open the eyes of the next generation to the family’s values —and financial resources.” The process primarily caters to multi-generational families with at least $20 million in assets under management. Wealth managers involved in the meetings help facilitate the education of family members in order to develop leaders for the upcoming generations.
See Ashlea Ebeling, The Rich Open Up About Family Wealth, Forbes, October 10, 2017.
Special thanks to Jim Hillhouse (Professional Legal Marketing (PLM, Inc.) for bringing this article to my attention.
