In an era of economic uncertainty and rapid change, your priorities are to safeguard your wealth, foster family unity and build a resilient legacy – but you need strategic foresight and comprehensive planning to achieve your vision for wealth. This session, led by Robert Balentine, is a must-attend for those wishing to create a long-lasting family wealth legacy. Robert is the Chairman of Balentine and co-author of the book First Generation Wealth: Three Guiding Principles for Long-Lasting Wealth and an Enduring Family Legacy. Robert will offer first-hand perspective on the financial, emotional and psychological challenges that wealth creators often face, how they must lay groundwork for lasting family wealth and also how to avoid the “Shirtsleeves to Shirtsleeves” phenomenon.

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