TEC Deeper Insights Webinar: Family Wealth Transition

Preparing for wealth transfer and transition planning? Don’t “Frankenstein” it!

Did you know that over 70% of intergenerational wealth transfers fail according to research conducted on over 3,250 families? Avoid becoming another statistic by watching the previously-recorded “Stop Frankensteining It” webinar led by Cindy Radu – which has been expertly designed to help individuals, family enterprises, business owners and family offices navigate the complexities and opportunities that come with wealth. Cindy has been a Fellow of the Chartered Professional Accountants of Alberta, a tax and estate planning lawyer working with large financial institutions and multi-family offices. All of her work has one common goal: helping families transition wealth across generations.

During this light-hearted and impactful presentation, Cindy reveals the reality of wealth transfer and transition planning failures and why “it” happens. Key concepts are illustrated through a colourful case study where you will:

Get to meet the Monster
See the Frankenstein method in action
Learn how to get better outcomes for your family

If want to know how to transition the wealth you have created to the next generation and beat the odds of the brutal reality, don’t “Frankenstein it”. Watch this previously-recorded webinar to gain insight from an industry leader and become prepared to implement real solutions.

Press play below to watch “Stop Frankensteining It” led by Cindy Radu

The TEC Canada Deeper Insights webinar series will equip you with the tools to strategically approach complex issues and uncertainty with confidence. Hosted by industry experts – that have a commendable business background – each webinar is focused on accelerating your ability to grow strategically and overcome hurdles faster. In addition to expert thought leadership, all webinars feature a Q&A session. This is your opportunity to insight from industry leaders and implement real solutions.

Cindy RaduFamily Wealth Transition Advisor

As a family wealth transition advisor and Fellow of the Chartered Accountants of Alberta, Cindy helps individuals, family enterprises, business owners and family offices navigate the complexities and opportunities that come with wealth. In her practice, Cindy draws on over 25 years of experience as a lawyer specializing in tax and trusts, fiduciary, and governance experience in professional services firms, financial institutions, and family offices. She uses her skills to provide an objective perspective and facilitate understanding of how complex family, business, and ownership structures can impact family dynamics and family wealth continuity.

Cindy strongly believes in giving back to professional and charitable causes. Throughout her career, Cindy has been actively involved as a speaker, author, and committee and/or board member for a variety of professional organizations, including the Society of Trust and Estate Practitioners, the Chartered Professional Accountants of Alberta, and the Canadian Tax Foundation. She currently serves as Chair of the STEP Worldwide Business Families Global Steering Committee. In 2018 Cindy was awarded the prestigious global STEP Private Client Awards – People’s Choice Trusted Advisor of the Year.