CONSUME & CONVERSE
with Mark N. Voeller, Ph.D.

PREPARING HEIRS FOR WEALTH OWNERSHIP

Advisors servicing families of wealth expend tremendous amounts of energy preparing estate plans and exit strategies for their clients. However, those clients are frequently resistant to completing the planning process because of their concerns for how their heirs will handle inherited wealth or shared ownership.

In this presentation, Mark Voeller will provide insights that participants can use with their clients when responding to their hesitation and questions. Being able to offer clients thoughts around preparing heirs to become financially competent and emotionally healthy owners of wealth can be a significant differentiator.

Mark is a Family Business Advisor who has been active in the field for almost 30 years. His consulting work focuses on helping client-families develop family governance and shareholder governance, both of which are essential to reducing divisive family conflict and achieving business continuity across generations.

Mark works with Families-in-business-together, Families of Wealth and Family Offices. He serves as a best practices advisor around:

  • Creating the processes and structures for good Family Governance
  • Developing the structure and agreements for Shareholder Governance
  • Finding alignment around Family Values and Shared Vision for the future
  • Resolution/management of family conflicts
  • Preparation of heirs for wealth ownership and shared ownership of a business

In addition to maintaining his Dialogue Solutions consulting practice, Mark Voeller is an Associate Senior Partner with Cambridge Advisors to Family Enterprise. Mark works nationally and internationally. His clients include organizations involved in beverage distribution, manufacturing and global distribution, medical supplies distribution, food distribution, investment banking, architectural design, oil & gas, real estate development, retail sales, restaurants, and heavy construction.

Questions: Rebecca Bates 214.443.2423 or rbates@texfp.com

Tues., February 27, 2018

11:30 a.m. – 1:00 p.m.

San Antonio Country Club

The President’s Room

4100 N. New Braunfels Avenue

San Antonio, TX 78209

© COPYRIGHT Texas Financial Partners 2018