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DTSTART:20180405T233000Z
DTEND:20180406T010000Z
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SUMMARY:More Than Money–A Guide to Sustaining Wealth and Preserving the Family
DESCRIPTION:Presented by Michael Cole\, president of Ascent Private Capital Management. He spends the majority of his time sharing his vision of how Ascent can help families with significant resources act strategically to potentially make an impact with their wealth.  Cole\, who is a 1980 graduate of Oxford College and a 1983 graduate of Emory University\,  has more than 30 years of experience in private banking\, wealth planning\, investment management\, and trust services. \n\nHe is the author of More Than Money: A Guide to Sustaining Wealth and Preserving the Family\, a guidebook that integrates the concept of traditional tactical wealth management with the strategic 'soft skills' that families must understand to effectively manage significant wealth across multiple generations.\n\n\n\nPrior to joining Ascent\, Cole created and built the Wells Fargo Family Wealth Group. Before Wells Fargo\, Cole was president of Merrill Lynch Trust Company. He is a certified financial planner .
X-ALT-DESC;FMTTYPE=text/html:<p>Presented by Michael Cole\,&nbsp\;president of Ascent Private Capital Management. He spends the majority of his time sharing his vision of how Ascent can help families with significant resources act strategically to potentially make an impact with their wealth. &nbsp\;Cole\, who is a 1980 graduate of Oxford College and a 1983 graduate of Emory University\, &nbsp\;has more than 30 years of experience in private banking\, wealth planning\, investment management\, and trust services.&nbsp\;</p>\n\n<p>He is the author of&nbsp\;<em>More Than Money: A Guide to Sustaining Wealth and Preserving the Family</em>\, a guidebook that integrates the concept of traditional tactical wealth management with the strategic &#39\;soft skills&#39\; that families must understand to effectively manage significant wealth across multiple generations.<br />\n<br />\nPrior to joining Ascent\, Cole created and built the Wells Fargo Family Wealth Group. Before Wells Fargo\, Cole was president of Merrill Lynch Trust Company. He is a certified financial planner&reg\;.</p>\n
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UID:e.1627.5397
SEQUENCE:3
DTSTAMP:20260423T020236Z
URL:https://business.newtonchamber.com/events/details/more-than-money-a-guide-to-sustaining-wealth-and-preserving-the-family-5397
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