REGISTRATION FOR THIS EVENT IS CLOSED.
WALK-INS ARE WELCOME BUT WILL NOT BE GUARANTEED A MEAL
THURSDAY, OCTOBER 5, 2017
(Breakfast served 7:30-8:00; Program 8:00-9:00 a.m.)
6524 Alpha Road, Dallas, Texas
RESERVATION DEADLINE: WEDNESDAY, SEPTEMBER 27 (5:00 P.M.)
(PAYMENT MUST BE IN COUNCIL’S OFFICE)
WORKING TOGETHER THROUGH THE GENERATIONS: FAMILY GOVERNANCE
(FROM THE DINNER TABLE TO THE BOARDROOM)
Sponsored by Communities Foundation of Texas
Families who dream of sustaining wealth and connection through the generations often find it difficult to translate their dreams into reality. Advisors are adept at assisting their clients in designing estate plans that are excellent in transferring assets through multiple generations in a tax effective and efficient manner. However, it is no secret that many such plans fail—not because of the work of the advisors—but because there is a breakdown in communication and trust within the family and the heirs are not prepared to receive the wealth. This session will review strategies and practices successful families have used to uncover and nurture their best shared values, vision, and culture; identify and revitalize shared purpose with each generation; and policies and structures that can help families steward a successful wealth legacy as the family grows and changes over time. Claudia Sangster is the Director of Family Education and Governance in Wealth Management at the Northern Trust Company. In this role she designs the firm’s advisory capabilities in financial education, family decision-making and relationships around money and wealth. Claudia collaborates with clients, their advisors and Wealth Planning partners in identifying and establishing appropriate educational programs and governance structures for multi-generational families in order to prepare family members to steward the wealth, to enhance family unity and to help sustain all aspects of the family’s capital – financial, intellectual, human and social. She works with families to create their legacy of wisdom, wealth and giving through multiple generations. Claudia has over 30 years of experience in advising individuals and families in financial education, estate planning, family governance and philanthropy. Claudia earned a bachelor’s degree, Summa cum Laude, from Pepperdine University and a JD, Magna Cum Laude, from the University of Houston Law School. Claudia is a frequent speaker and author on topics including values, finance and family legacy, as well as trends in family education, governance and philanthropy.
There is continuing ed credit pending for this presentation. The program handouts are paperless. The handout will be available to download on the website (Document Library) a few days prior to each meeting. YOU may print the handout if you prefer to have a handout at the meeting.
Note: Paid membership dues do not include meals. To register for the meeting, complete the form below, enclose a check (payable to Dallas Estate Planning Council) for the respective amount (indicated below) and mail to: Dallas Estate Planning Council, P.O. Box 38553, Dallas, TX 75238-8553. You may register online with a credit card payment on the website: scroll down to the bottom of the page and register. If you need a receipt, print out the confirmation page.
PREPAID MEALS: Members who have already paid in advance for all meetings for the year MUST register so we will have a count for the number of meals to prepare. PREPAID MEMBERS MUST REGISTER ON THE WEBSITE BY THE DEADLINE - scroll down to the bottom of the page and register.
THERE WILL BE 10 MEALS AVAILABLE FOR WALK-INS ON DAY OF MEETING (FIRST COME, FIRST SERVE). ALL OTHER WALK-INS WILL BE “PROGRAM ONLY”. CREDIT CARDS ARE NOT ACCEPTED AT THE DOOR, CASH OR CHECK ONLY. Member: $37 (includes meal and program); Guest: $60 (includes meal and program);*Member-Program Only: $25 (*ONLY MEMBERS may choose “program only” for $25; $20 Emerging Professionals – FIRST MEETING (includes meal/program-MUST be 40 years of age or younger or less than 5 years in respective discipline)
____$37 ___$60 ____$25 (Member-Program Only) ____$20 (Emerging Professional-First Meeting-SEE ABOVE)
E-mail: ________________________________________ Phone No: _____________________________________
WE WOULD LIKE TO THANK OUR MEETING SPONSORS: ARMANINO LLP, BESSEMER TRUST COMPANY, COMMUNITIES FOUNDATION OF TEXAS, DALLAS WOMEN’S FOUNDATION, HIGHGROUND ADVISORS, JACKSON, WALKER, MERRILL LYNCH, PARKLAND FOUNDATION, QUEST CAPITAL MANAGEMENT, TEXAS BANK & TRUST, THE CATHOLIC FOUNDATION AND TOLLESON WEALTH MANAGEMENT. IT IS THE SPONSORS WHO MAKE POSSIBLE THE SOCIAL EVENTS AND PROVIDING EXCELLENT SPEAKERS.IN ADDITION, WE WOULD LIKE TO RECOGNIZE THE PATRONS: BISIGNANO HARRISON & NEUHOFF, DAVIS STEPHENSON, HERITAGE AUCTIONS, GLAST, PHILLIPS & MURRAY, GOLDIN PEISER & PEISER, LINDQUIST EISENBERG, PLAINSCAPITAL BANK, STOUT RISIUS ROSS, RUSSELL TETHER FINE ARTS AND THE CATHOLIC FOUNDATION. THE PATRON PROGRAM PROVIDES ADDITIONAL FUNDS TO SUPPORT THE COUNCIL’S ACTIVITIES.