Generational Wealth, Social & Conscious Capital
Building a Lasting Legacy: Strategies for Sustainable Family Wealth
Generational Wealth, Social & Conscious Capital
Building a Lasting Legacy: Strategies for Sustainable Family Wealth
Join us for an exclusive event where renowned experts David Lipschitz and Nicholas Liebmann will delve into the intricacies of generational wealth. Learn how to not only accumulate wealth but also preserve and pass it on to future generations. This event is designed to provide you with the knowledge and tools needed to align your family’s financial legacy with your values and aspirations.
Here’s what you’ll learn by attending:
The essential components of building and sustaining generational wealth.
Strategies to align wealth with life goals and family values.
Insights into managing financial, social, and experiential capital.
Techniques for effective family communication and decision-making about wealth.
Practical advice on navigating family dynamics and intergenerational relationships.
Steps to create a lasting legacy that benefits future generations.
Karin Wellman
Organisational Performance Coach
Caleo Capital
Scott Picken
Your Host
Generational Wealth
Watch the recording
Tuesday, 18th June 2024
6pm UK | 7pm SAST
*Registration Required. Please check your email for your unique Zoom join link. Show up early as attendance will be limited.
Join us for an exclusive event where renowned experts David Lipschitz and Nicholas Liebmann will delve into the intricacies of generational wealth. Learn how to not only accumulate wealth but also preserve and pass it on to future generations. This event is designed to provide you with the knowledge and tools needed to align your family’s financial legacy with your values and aspirations.
Here’s what you’ll learn by attending:
The essential components of building and sustaining generational wealth.
Strategies to align wealth with life goals and family values.
Insights into managing financial, social, and experiential capital.
Techniques for effective family communication and decision-making about wealth.
Practical advice on navigating family dynamics and intergenerational relationships.
Steps to create a lasting legacy that benefits future generations.
Meet Our Speakers:
David Lipschitz
Caleo Capital
Advisory Board, Generational Planning Specialist
Nicholas Liebmann
Caleo Capital
Co-Founder, Management Team, Group Head of Strategic Partnerships, Strategic Advisor
Peter Katz
Encore
Peter Katz is the Managing Director at Encore, a firm renowned for its innovative approach to investment and financial services. With over two decades of experience in the financial sector, Peter has a track record of identifying lucrative investment opportunities and driving growth. His leadership in navigating complex market dynamics has earned him a reputation as a forward-thinking strategist.
Join us on this transformative journey and empower your family to thrive for generations to come. Secure your spot today and join the conversation that will Unlock the Secrets to Generational Wealth!
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