For next-gen inheritors, the intersection of family wealth and personal values can feel like an obstacle course. The money may be "for you”, but the decisions about how it's invested may not be yours to make.
This webinar is designed to demystify that landscape. Trust specialist and CSP mentor, Nancy Reid, joins moderator Janna Schubert, Director at CSP, to walk through the legal and practical realities of trust structures: what trustees can and can't do, where fiduciary duty creates constraints and where it creates opportunity, and how next-gen beneficiaries can build influence even when they don't have formal authority.
A next-gen investor will join to speak to what this looks like in practice - the real conversations, the friction, and what's actually worked.
Whether your family already has a trust, is in the process of setting one up, or is rethinking how the family portfolio is structured, this session will give you concrete tools and questions to bring to the table.
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