🇺🇸 🇪🇸 Family Values and Purpose: Keys to Effective Wealth Management

Explore how integrating family values and purpose can lead to more effective wealth management strategies. Join Roberto Navas, General Manager at INVERSIONES BREMBO S.A., and Claudia Gomez, Business Development Director Latin America at Trusted Family, as they discuss how family values and purpose can enhance wealth management.

This webinar offers essential insights for family business leaders and wealth professionals looking to create enduring legacies.

In this webinar, we explore:

• What is meant by Family Wealth? The concept of wealth encompasses much more than the traditional financial assets of a family. Efficient wealth management should also include proper coordination of the administration and handling of everything wealth entails.
• Family Governance and Wealth: How to effectively align family governance structures and rules for proper wealth management.
• Introduction to the concept of “Goal-Based Planning”: How to adjust wealth planning to the family’s reality.
• Integrating family values into wealth management.