MFS PRESENTS: FAMILY WEALTH MANAGEMENT

GENERATIONAL WEALTH CONVERSATIONS

Family wealth transfer is not just about getting financial assets to the next generation. It is also about how to pass on what we think is important AND how to avoid damaging our children's relationships with each other.

Engage family members early and often:

–Account openings

–Gifting discussions

–Joint meetings with advisors

Educate for tomorrow:

–Who: to talk to when the time comes

–How: to avoid mistakes

–What and where: documents and accounts

Presenter: Doug Orton, CRPC

Doug Orton, CRPC®, is a vice president and business development consultant at MFS Fund Distributors, Inc., a subsidiary of MFS Investment Management® (MFS®). In this role, he is responsible for marketing MFS’ individual retirement products and training the firm's sales team on retirement topics. He also delivers best‐practice ideas to advisors and managers from across the industry.