How to Avoid Messing Up Your Kids

Dave Whorton, CEO, Tugboat Institute; Spencer Burke, Executive Vice President, St. Louis Trust Company; Kim Sheehy, Head of the FORGE Community (Fidelity Labs + FCAT); Loren Feldman, Chief Content Officer, 21 Hats

With the privilege of owning and operating a multi-generational family business comes tremendous responsibility to educate children in the family about the business and wealth management. This panel discussion from the Tugboat Institute Summit 2018 highlights “what not to do” and draws on the expertise of leading family office and multi-generational business experts.