Family and Wealth Sustainability: Integrating Family Values with Wealth Planning For a Lasting Legacy


Family and Wealth Sustainability: Integrating Family Values with Wealth Planning For a Lasting Legacy

In this workshop, Kevin Rogers, Managing Director for BNY Mellon Wealth Management, will help answer the question “how do you prepare the family for the money?” Kevin will examine the potential issues around wealth transfer and explore potential solutions. He will explain how overcoming family dynamics and communication challenges will help to foster family continuity, harmony and increased multi-generational wealth. The presentation is designed to provide very helpful, practical ideas on how to interact with the family in a climate of changing resources. The “Five-Step Process to Healthy Family


  • Differentiating between family wealth and family values
  • Properly identify common challenges faced by the family
  • Develop a plan to transfer wealth with balance towards generational differences
  • “Five Step Process to Healthy Family”





Thank you to our sponsoring firm:

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The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting

Kevin Rogers

Kevin Rogers

Managing Director, BNY Mellon

Contact Kevin

Meet Kevin Rogers: Kevin Rogers is a managing director for BNY Mellon Wealth Management. In this role, he provides investment advice to individuals and families by creating tailored wealth management solutions to meet their investment, trust & estate, wealth planning, and private banking needs.

Connect with the Presenter: BNY Mellon Wealth Management |  Website:  |  Connect with Kevin

Continuing Education

CEPAs receive 1 CE credit

CPE receive a certificate for 1 CE credit

CVA receive a certificate for 1 CPE credit

*Proper documentation must be collected and submitted to qualify for continuing education.

cpe-logo-png-full-colorThe Exit Planning Institute (EPI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website at: