Wellness-Driven Legacy Planning: Nurturing Harmonious Continuity Across Generations
PANEL PARTICIPANTS
KEY TAKEAWAYS
• Charlie Garcia is managing partner of R360, an exclusive peer-to-peer network helping families create lasting legacies beyond traditional wealth. • Matt Savarick (“Coach Matt”) (moderator) is a highly experienced sales and success team leader and a mental and behavioral health advocate. • Adam Tannenbaum , partner and portfolio manager of Tannenbaum Strategic Credit, executes macro- economic theses across public and private credit. • Brian Weiner is founder & CEO of ExCel Global Family Office, an independent family office and business advisory firm.
• Legacy planning should encompass more than financial assets, integrating mental, emotional, and physical wellness to ensure generational longevity. • Effective legacy management requires open communication and adaptability to evolving family dynamics and societal changes. • Philanthropy can serve as a practical vehicle for transmitting values and engaging younger generations in legacy planning. • Storytelling is a strategic tool for imparting enduring values, and strengthening family bonds through family retreats and workshops focused on shared values exploration and identifying common goals.
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