Securing Family Legacies Through Securing Family Ties

Wealth management is about more than money.  People attach powerful meanings to their wealth, linked to accomplishment and security, to special privilege, and (complex) family bonds.  Through Gifted Generations, Suzanne Slater prepares both advisors and high-net-worth families themselves to successfully direct the financial planning process – to secure family legacies and to strengthen family ties.

For Advisors

For Families
Clients now expect advisors to do more than manage their assets. In today’s market, wealth planning also includes discussions of clients’ personal life goals and of the private situations of their family lives.  Suzanne Slater equips advisors with strategies to succeed in this expanded client environment.  The ROI for advisors:  higher client follow-through rates and greater client retention.
High net worth families thrive when they master three skills:  linking their values to their wealth, clearly communicating with their family members about money, and developing critical financial management skills.  Parents are often especially concerned about preparing affluent children to live successful and meaningful lives. Through Gifted Generations, Suzanne Slater provides families with tools to help them succeed – and the solutions they sometimes need when problems arise.
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Special Engagements

From addresses at professional conferences to advisor trainings, experiential workshops and client “thank you” events, Suzanne Slater is a frequent and popular public speaker. She is consistently praised for her ability to educate and engage her audiences and can adapt her presentations to either professional or client audiences.

Recognizing and Managing Clients' Family Dynamics: Necessary Tools for Attorneys

Suzanne was the guest speaker at a convening of the Hamden/Hampshire Counties' Collaborative Law Practice Group.

Healthy, Wealthy, and Wise: Raising Affluent Children

Suzanne was the guest speaker at The Filomeno Wealth Management's annual client thank you event at The Pond House, in Hartford, Ct.  to an audience of wealth management clients, estate planning attorneys, and wealth managers.

How to Give Financial Advice to Same Sex Couples

Suzanne was interviewed by Kathleen Burns Kingsbury, a leading wealth psychology expert on a webinar through www.Brighttalk.com.