events Preserving Family Wealth

Preserving family wealth

After you have learned how to amaze your friends with the art of deception, learn how to protect your wealth and financial well-being from the deception of others. During this panel discussion, Tom Schultz, Amanda Regnier and Theresa Marx discuss potential risks to your family wealth, as well as tactics for addressing the risks.

 

This video was extracted from our Around the world virtual event experience hosted on May 20, 2021. For information on how you can participate in our next event, please reach out to a member of your CIBC Private Wealth team.

Also featured in this event: The art of deception.

For more destinations and topics, visit CIBC Private Wealth's experience series page

CTA Primary Start the relationship

Start the relationship

Connect with an advisor