Family Dynamics and Estate Planning
Presentation Summary:
Dysfunction and conflict within client families have the power to derail even the best financial, estate and tax plans. Yet these risks can frequently be overlooked or minimized by the family as well as their advisors. Richard Del Conte will discuss methods advisors can utilize to identify, discuss, and defuse these risks for the families you serve. You will leave with more tools in your tool chest, resulting in more effective plans and higher odds of long-term success and greater satisfaction for clients and their families.
Learning Objectives:
1. How to recognize red flags indicating family dynamics problems within client
2. How to safely bring up and discuss the subject with your clients and their families.
3. How to initiate changes in family function and that can create more desirable
Speaker Bio:
Richard M. Del Monte is a Certified Financial Planner ®, Certified Wealth Consultant, and national recognized family wealth expert, speaker and author of Endless Inheritance: Moving from Feuding to Flourishing in Your Affluent Family. In addition to his 30 years of experience in the field of family finance, he has received specialized training in family dynamics and preparing heirs from The Heritage Institute, Institute for Preparing Heirs, and the Postgraduate Program in Bowen Family Systems Theory. As a nationally recognized expert on families and wealth, Richard has appeared on FOX Business News, and has been featured in the Wall Street Journal, New York Times Private Wealth Magazine, Trusts and Estates, and Family Wealth Report. He recently gave a TEDx talk on wealth and families. He holds a BS-Business Administration from CSU, Chico and an MBA-Financial Planning from Golden Gate University.