![Financial Planning Seminar & Tea]([{"url":"https://resources.finalsite.net/images/f_auto,q_auto/v1578926521/wellesleyedu/styqsmjzkmlsfhnrdi29/62.jpg","width":204}])
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"The Business of Family: A New Way to Think about Families and Money" with Linda Davis Taylor
“Shirtsleeves to shirtsleeves in three generations” is an ancient proverb that describes the challenge that families have faced for centuries in sustaining both their families and their money. Studies show that over 70% of family wealth disappears in three generations. How can families overcome this challenge?
In business, any wise entrepreneur would develop a plan to guide an important venture. Though most people don’t have a strategy for their families, it is precisely what they need.
Join us for a discussion about effective strategies to preserve both families and their money with Linda Davis Taylor, author of “The Business of Family: How to Stay Rich for Generations.” Linda is the Chair and CEO of Clifford Swan Investment Counselors, the nation’s oldest investment advisory firm, located in Pasadena.
Erica White’08 and Linda look forward to hosting the Wellesley Club of Pasadena for discussion and tea.