Quantum Realty Advisors, Inc.<br>Chris Losquadro<br>561-307-1827

April Speaker Dinner Meeting - Family Governance in Estate Planning

Date: Tuesday, April 18, 2023
Time: 5:30pm - 7:30pm
Location: North Palm Beach Country Club
Speaker: Susan Rounds & Todd Dahlstrom

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Registration for this event is now closed. Please contact PBCEPC Administrator Jaci Farina at admin@pbcepc.org to be added to the waitlist. Thank you for your support!

The Palm Beach County Estate Planning Council invites
2022-23 dues current members to the

Tuesday, April 18, 2023 at 5:30 P.M.

Speaker Dinner Meeting

North Palm Beach Country Club
951 US Highway 1
North Palm Beach, FL 33408

      
Speakers:

Susan Rounds
Head - US Wealth Planning
Deutsche Bank - International Private Bank

and

Todd Dahlstrom
Director - Private Banker
Deutsche Bank - International Private Bank

Topic:
Family Dynamics and Intergenerational Conflict
Family Governance as a Tool for Preserving Family Wealth and Harmony

Family Governance can be a vague concept for wealthy families. This presentation will  define governance and how it can help create strong culture within the family to help avoid the many pitfalls a weak family governance produces.
 

Generously sponsored by:

Diamond Sponsors

 

Platinum Sponsors

 

 

 

 

 

Gold Sponsors

 

 

 

 

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