Keep Them Hooked — NextGen Financial Literacy & Considerations in Choosing Non-Family Trustees, Wealth Managers & Directors

Foley Senior Counsel Nate Imfeld was one of the presenters during the January edition of Family Business Magazine Webinars. His session “Considerations in Choosing Non-Family Trustees, Wealth Managers & Directors” explored different outside fiduciary roles, how to select the best partner, and most importantly how to develop and manage your relationship with them. He also touched on risks and how to avoid pitfalls. The presentation aims to demystify the process of selecting and managing outside fiduciaries while considering your values and long-term goals.

Register here for free to view the full webinar.