Family Wealth Dynamics: Navigating Generational Transitions & Governance Strategies


Katie Poole, CFP®
Investment Officer
Rachel A. Hassett
Manager of Corporate Communications & Marketing
Access disclosures and important information at This Livestream is for educational purposes only. You should not treat any opinion expressed in this Livestream as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of an opinion. Such opinions are based upon information the speaker considers reliable, but there is no guarantee of completeness or accuracy, and it should not be relied upon as such.

Tune in to hear Katie Poole, Principal and Investment Officer at Mill Creek Capital Advisors, and Lisa Beattie Frelinghuysen, Senior Advisor at Banyan Global, explore the complexities of family governance and decision-making and offer valuable insights on engaging the next generation as they step into positions of power.

Disclosures & Important Information

Any views expressed above represent the opinions of Mill Creek Capital Advisers ("MCCA") and are not intended as a forecast or guarantee of future results. This information is for educational purposes only. It is not intended to provide, and should not be relied upon for, particular investment advice. This publication has been prepared by MCCA. The publication is provided for information purposes only. The information contained in this publication has been obtained from sources that

MCCA believes to be reliable, but MCCA does not represent or warrant that it is accurate or complete. The views in this publication are those of MCCA and are subject to change, and MCCA has no obligation to update its opinions or the information in this publication. While MCCA has obtained information believed to be reliable, MCCA, nor any of their respective officers, partners, or employees accepts any liability whatsoever for any direct or consequential loss arising from any use of this publication or its contents.

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