“Why Can’t We All Just Get Along?”
Communicating the “Why”
Behind the Estate Plan
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A Special Thanks to Our Event Sponsor Robert Gewecke, CFP®
Private Wealth Advisor robert.gewecke@bmo.com(925) 542-4584
Research conducted by The Williams Group on 3250 families of wealth around the world showed that most families have excellent estate, trust and wealth preservation plans in place, but if you define plan success by whether wealth remained in control of the family by the end of the second generation, only 30% of those plans will succeed. How do we increase the odds that our client’s plans will be successful? Families have the best chance of successful transition when information is shared about values, expectations, and responsibilities. The family learns together through focused, trusting, and productive family meetings. They communicate the “why” behind the estate plan. This session will provide a framework for conducting successful family meetings.
About Our Speakers:
Leila Francis, National Head, Fiduciary Advisory Services, BMO Private Bank, serves as a fiduciary professional and advisor in the areas of tax, trust and estate planning and administration. She provides customized advice to integrate her client’s objectives to achieve their tax, legacy, and overall estate planning goals. She joined the organization in 2014 and has over 25 years of experience, including 16 years in private practice and 6 years as in-house counsel before joining BMO Private Bank. Leila received her B.S. in Accounting from the University of Illinois, and J.D. from the DePaul University College of Law in Chicago.
Amy Takeuchi Wanlass, Senior Director, Family Office Planning, BMO Family Office. Amy recently joined BMO Family Office with over a decade of experience in delivering estate planning and tax advice, as well as financial planning services. Prior to joining BMO, Amy worked at Northern Trust as a Senior Wealth Advisor and Wells Fargo as a Senior Wealth Planner. Amy was also previously a practicing trusts and estates attorney at nationally recognized law firms including Venable LLP and Mitchell Silberberg and Knupp LLP. Amy holds a J.D. from the UCLA School of Law, as well as a B.A. in History and Theater from UC Davis.
Eugenia Amador, Senior Wealth Planning Strategist, BMO Private Bank. Eugenia leverages her background as an estate planning attorney to work with clients and their advisors to create and implement customized wealth plans and implement solutions based on a thorough understanding of their personal values, wealth transfer goals, and vision for their legacy. Eugenia had her own trusts and estates practice, Amador Law, in Oakland for five years before transitioning to work with financial institutions in 2016 including Wells Fargo and Northern Trust. Prior to trusts and estates, she practiced in the areas of real estate litigation and transactions. Eugenia holds a J.D. from Temple University Beasley School of Law, as well as a B.A. in Urban Studies from Bryn Mawr College.
Michele Anderson, Director, Trust Administration, BMO Private Bank, specializes in understanding and providing customized trust and estate administration for high-net-worth individuals and families in Northern California, and orchestrating the delivery of customized solutions to meet overall financial, wealth management and philanthropic goals. She joined the organization in 2018 with 32 years of experience, including management of the trust department for a community bank. Michele received her B.S. Degree in Business Administration from the University of Illinois and is a Certified Trust and Financial Advisor (CTFA) professional.
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Orinda Country Club
315 Camino Sobrante, Orinda, CA 94563
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Complimentary Networking Event @ Headlands Brewery
Wednesday, March 5, 2024 from 4pm to 6pm
