With with Special Guests James A. Bergeron, J.D. and Brian Bere.
It’s been said:
“It’s Not How Much You Make, It’s How Much You Keep”
Join me and my colleagues, James A. Bergeron, J.D. and Brian Bere at Nuveen Investments, for a podcast series that focuses sharing important Family Wealth Management information that is designed to help you, and your family, become stronger and more independent.
Jim is an attorney and Advisor Education Consultant in the Global Learning and Development group where he and the team focus on developing and delivering intellectual capital designed to help wealth management firms and advisory practices evolve - and enhance their relationships with clients.
Jim is a graduate of Augsburg University in Minneapolis with degrees in Economics and Political Science and later received his Law Degree from Vanderbilt University in Nashville, TN. Jim currently serves on theNorthern Regional Council for the American Cancer Society.
Brian is an Internal Advisor Consultant with Nuveen, and a graduate of Miami University.
Ellis Wealth Management and our friends at Nuveen want you to grow and keep all that you have worked for - in Finances and in Life!
SESSION 03 TOPICS:
Creating the Family Value Compass
The Family Value Statement
How to Construct Governance
The Path to Legacy
Get Ready as we continue our focus on the greatest investment of all
- Human Capital and The Family!
“Invest in What You Love!”® ❤️⚜️
Additional Resources Below:
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Session #02 "The 4 Corner Documents" can be heard here: