Family Wealth Management

Family wealth transfer is not just about getting financial assets to the next generation. It is also about how to pass on what we think is important AND how to avoid damaging our children’s relationships with each other. This presentation will give you the ideas and tools you need so that your family has significantly more success in seeing the estate you’ve worked so hard to build serve your family well and hopefully last through more than one generation.

Christine Palmiere, RICP®
First V.P., Financial Advisor
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Sage Rutty and Company, Inc.   100 Corporate Woods, Suite 300   Rochester, New York 14623 
phone 585.232.3760   fax 1.866.902.0273   toll free 1.800.733.1133

© 2021 Sage Rutty. Sage Rutty is a trademark of Sage Rutty and Company, Inc. Members: FINRA and SIPC