Sage Rutty and Company, Inc.  

100 Corporate Woods, Suite 300   Rochester, New York 14623 
main phone 585.232.3760   University 585.512.2309   fax 1.866.902.0273   toll free 1.800.733.1133

© 2019 Sage Rutty. Sage Rutty is a trademark of Sage Rutty and Company, Inc.

Members: FINRA and SIPC

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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.

Sept. 11th - 5:30

Oct. 8th - 12:00

Nov. 14th - 12:00

Christine Palmiere, RICP®
First V.P., Financial Advisor