How to Avoid ‘Shirtsleeves to Shirtsleeves’ in 3 Generations with Marvin E. Blum

For many families, passing wealth from one generation to the next is about much more than financial assets. It’s about preparing the next generation, preserving family values and thinking intentionally about the legacy a family hopes to create.

We hope you’ll join us for an engaging conversation with Marvin E. Blum as he shares practical insights for helping families navigate wealth across generations. Drawing on his experience in estate planning and family succession, Marvin will explore how thoughtful planning can help families prepare heirs for the opportunities and responsibilities that come with wealth.

This conversation will offer practical ideas for families looking to bring greater intention and purpose to their planning and to the legacy they hope to leave behind.