WEBINAR: Family Wealth Office

For decades, Baltimore-Washington Financial Advisors has provided customized wealth management services to families. We begin by helping you to identify and develop your family’s mission statement. Mindful of your goals (planning for future generations, business succession, philanthropic or other) we combine our collective centuries of experience in managing investment portfolios, designing and building financial plans and tax strategies along with our M&A acumen, to deliver you and your family a truly exceptional family wealth management experience. This presentation is appropriate for families with $10 million or more of investable assets.
BWFA invites you to an interactive workshop discussing our Family Wealth Office services and how you can benefit from our experience.
Wednesday, November 22, 2023 from 11:45 AM to 1:00 PM EST
  • 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
M anaging Director, Wealth Management
& Executive Manager
Senior Tax & Planning Advisor
We hope you can join us!

Robert Carpenter

President & CEO

BWFA is a Fee-Only/Fiduciary Advisor.
For questions or help registering please contact,

Cortney Caronna | Marketing Associate | BWFA |  emailus@bwfa.com | 410-461-3900

BWFA is proud to offer several webinars every week on a variety

of financial topics as well as lifestyle and wellness topics.
Webinars are complimentary and are easily accessed through Zoom.
Feel free to forward this email to your friends and family who may be interested
as well, they can virtually participate from anywhere in the world!
Additionally, if you’d like to schedule a complimentary consultation via
phone or Zoom, please email Cortney Caronna at ccaronna@bwfa.com.
View and signup for Upcoming Webinars at the link below.