| For decades, Baltimore-Washington Financial Advisors has helped families manage complex wealth through a thoughtful, customized approach. Our Family Wealth Office services integrate investment management, financial and tax planning with strategic expertise to support multigenerational goals, business succession, and philanthropy. This presentation is intended for families with $10 million or more in investable assets.
Join us for an interactive workshop to learn how our experience can help you manage and preserve family wealth with confidence.
WEBINAR
JANUARY 28, 2026
11:45 AM – 1:00 PM
TOPICS WILL INCLUDE:
- Family mission statement development
- Multigenerational wealth transfer strategies
- Next generation financial education and coaching
- Philanthropic guidelines development
- Business succession planning
- Facilitate and structure annual family meetings
- Completely organize family records and files
PRESENTERS:
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