Family Wealth Transfer Webinar
Hosted by Mark Van Mourick
Your estate is in order but is your family prepared? This webinar outlines the importance of legacy planning and passing along not just your financial estate but your values to a well-prepared next generation. Mark Van Mourick walks through outlining your family’s mission and values, giving your spouse and children money to “practice with,” how to hold a multi-generational family meeting and many more valuable insights for family wealth transfer and heir preparedness. For more information, reference Optivest’s Family Wealth Advisory Services.
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Mark is smart and hardworking (eight years after graduating from USC he reached the rank of SVP at Smith Barney and was their leading retail stock broker in Orange County), but ultimately he lived life by his conscience – and he knew he wasn’t serving his clientele the way they needed to be served. Hard earned wealth, a family’s peace and comfort, the opportunity to impact the world through giving; these are no small things. Mark had worked into a position to manage critical life investments for many families, and he began to believe that they warranted more than a phone call every once in a while and a monthly check for more or less than average.