Chamber Calendar
More Than Money–A Guide to Sustaining Wealth and Preserving the Family
Date and Time
Thursday Apr 5, 2018
7:30 PM - 9:00 PM EDT
Location
Contact Information
Cathy Wooten, director of communications
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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.
He 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.
Prior 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®.