Successful Family Wealth Transfer Without Doing Harm

Date: Thursday, September 27, 2018
Time: 12:00pm - 1:30pm
Location: The McNair Center on Naegele Drive at Northwood University (located in the Robert W. Plaster Free Enterprise Center) -OR- Isabella Bank, Mt. Pleasant, MI

The speaker will be Gregory A. Schupra.  His presentation is entitled, “Successful Family Wealth Transfer Without Doing Harm.”  Mr. Schupra works with Professional Advisers and Nonprofit Organizations assisting their clients/donors in successfully transferring family wealth and important values to the next generations without doing harm.  Mr. Schupra's expertise is in Family Trusts, Charitable Trusts, philanthropic design, endowment building and planned giving.  His clients include many individuals and families, charitable organizations and private foundations in which he serves as an adviser and trustee.  The Council of Michigan Foundations, The Midland Area Community Foundation, The Canton Community Foundation, Jackson Community Foundation, Spring Arbor University Foundation, and The Kresge Foundation are a few of the organizations and foundations he has served.

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