Wed Aug 28, 7:00 PM - Wed Aug 28, 9:00 PM
444 West Lake Street #4600, Chicago, IL 60606

Community: Downtown Chicago

Description

Nate Wasson and Jason Lersch of Capital Group Private Client Services welcomes DEMA members and guests for a discussion on “The Emerging Generation and its Impact on Current Family Objectives and Values- Working Together Towards the Same Goals.”

Event Details

Nate Wasson and Jason Lersch of Capital Group Private Client Services welcomes DEMA members and guests for a discussion on
“The Emerging Generation and its Impact on Current Family Objectives and Values- Working Together Towards the Same Goals.”

Capital Group offers customized investment services tailored to each clients’ unique needs. They are a boutique wealth management firm with their own proprietary global research to better assist their wealth management clients.

Both Nate Wasson and Jason Lersch who are hosting the event work directly with high net worth individuals and families to create customized plans for protecting and growing their wealth, often across multiple generations.

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