October 22, 2024 – RRD Senior Counsel Joel S. Luber will attend “Addressing the Human and Technical Aspects of Planning to Meet the Evolving Needs of UHNW Families,” a program hosted by the Philadelphia Estate Planning Council.

The presentation will explore the often-overlooked human elements of wealth planning and estate management. Asset protection and tax efficiency are crucial, but the program will highlight the importance of understanding the emotional and relational impacts of financial decisions on families. Practical insights will be discussed on how to balance the technical aspects with a deeper sensitivity to the human needs of clients, ensuring that wealth plans not only preserve financial capital but also enhance family harmony and legacy.

For more information, click here.