The Dallas Foundation and C3 Financial Partners are thrilled to welcome back Tom Rogerson, President & CEO of GenLeg Co., Inc., to share his unique message about family philanthropy. Rogerson will present Generation to Generation: How Strong Families Survive & Thrive, a companion presentation to his well-received May 2022 offering, and will address the ways families inadvertently contribute to the breakdown of their family connection and values. He’ll also share the strategies families can use to build or re-build generational unity and cooperation.
About Tom Rogerson
As a recognized leader and pioneer in family governance throughout the world, Tom uses his “7 Steps to Healthy Family Governance” to assist families with communication, philanthropic vision, legacy planning, succession, and education. Tom incorporates these critical issues into a client’s comprehensive wealth management plan, not only helping to prepare the money for the family, but to also prepare the family for the money.
He brings more than three decades of experience to the wealth management industry where he has provided guidance and education to families, helping them transition significant capital, both tangible and intangible, from one generation to the next.
About C3 Financial Partners
C3 Financial Partners was founded to help clients preserve family wealth, business continuity, and philanthropy across generations; often utilizing life insurance as a planning tool. We have a strong commitment to coordinating with family members and their advisors, when appropriate. High-net-worth families and the businesses they own engage us in a complex and challenging multigenerational planning process.
Questions? Contact Kim Montez at kmontez@dallasfoundation.org