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Preparing Your Heirs: Wednesday March 19, 7:00 p.m
AMIR MOSSANEN is a Senior Vice President and Wealth Advisor for Wells Fargo Private Bank and is responsible for understanding and managing the financial situations for high net worth clients. He specializes in multi-generational planning, family education and succession planning. He has authored papers on the multi-generational wealth transfer and developed family dynamics workshops to enhance harmony and effectiveness across generations. He is also the author of “The Giving Dilemma,” “Beating the Midas Curse,” and “Coping with Sudden Wealth Syndrome.” Prior to his career in wealth management, Amir was a management consultant working with Fortune 500 companies and government agencies on strategy creation and implementation. He earned a Masters in Business Administration with a specialization on Customer Focused Strategy and his MBA thesis on fixed income arbitrage was awarded a distinction for its unique insights.
Come to Crowell Library for an informative evening on the exceptional risks that children of affluence face and how best to mitigate those risks.
Crowell Public Library