Succession Finance: How Young People Can Make Impactful Investments

Chelsea Burns May 2, 2021

Chelsea Burns is passionate about estate planning. In particular, she works to create space for young people to start discussing wealth transfer with their loved ones, understand the responsibility that comes with managing their new wealth, and make impactful investments moving forward. What are ways we can include generational wealth transfer in our estate plans that are more inclusive? How can young people work with their parent’s asset managers before their parents pass away to start making impact investments early? How can young people take charge of their new found wealth (either inherited or earned) and how do alternative impact assets fit in this equation?

Format

Fireside Chat

Meta Themes

  • Impact Investing

Themes

Purpose and Desired Outcome

To start an important dialogue: how can young people manage their new wealth and make impactful investments moving forward?

Audiences

  • Asset Managers

  • Service Providers

  • Allocators (Family Offices, HNW Individuals, Foundations)

  • Intermediaries (Financial Advisers, Investment Bankers)

Speakers

  • NameChelsea Burns
  • TitlePrincipal
  • OrganizationEscaladora Ventures
  • StatusConfirmed
  • NameMichael Pellman Rowland
  • TitleHead of Impact Investments
  • OrganizationAlpenrose Wealth Management International
  • StatusConfirmed
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