Estate Planning for Multi-Family Offices

Speakers

Gary Hirschberg, J.D., CTFA

CEO & Founding Member, Aaron Wealth Advisors

Jim Sinai

Jim Sinai

Chief Marketing Officer, Vanilla

 

Speakers

Gary Hirschberg, J.D., CTFA

CEO & Founding Member, Aaron Wealth Advisors

Jim Sinai

Jim Sinai

Chief Marketing Officer, Vanilla

Apr 29, 2024
1 hour

Serving and scaling HNW families comes with an array of challenges. When it comes to organizing and presenting the families entire wealth with an integrated estate plan, MFOs need a better way. Join Gary Hirschberg, CEO of Aaron Wealth Advisors, and Jim Sinai, CMO of Vanilla, as they discuss how MFOs can guide clients through estate planning.

Their conversation will touch best practices for handling some of the key challenges modern MFOs face, including:

  • Organizing complex data: Bringing together various types of family, financial, and estate information and keeping it up to date
  • Distilling information for clients: Providing a digestible summary of the estate plan and strategies that clients can easily grasp
  • Engaging younger family members: Finding ways to bring younger generations into estate planning conversations earlier

They’ll also dive into how MFOs can leverage technology to get ahead of these obstacles and bring clients a better, more sophisticated estate planning experience.

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