A recent CNBC study found that 90% of parents intend to leave an inheritance for the next generation, but 48% do not have a specific plan in place. Ning explains how to facilitate conversations about value systems around building wealth, identifying conflicts that may exist between family members, and engaging with multiple generations to create paths for long-term relationships and financial planning.
Bobby James Ning, CFP, BA, is managing director and co-founder of Financial Literacy Counsel. With more than 25 years of experience in the financial services profession, Ning specializes in delivering comprehensive wealth, tax and estate management solutions tailored for physicians and business leaders. Additionally, he holds special certifications that enable him to consult with family offices and develop programs for heirs and beneficiaries. He oversees a multi-advisory practice that manages the financial affairs of 2,000 families, in addition to his personal clientele.
