Key Takeaways
- • CLIMB USA will host its second annual Forum on Wealth on Nov. 18 at the Milwaukee Athletic Club, 758 N. Broadway, beginning at 11:30 a.m., with tickets priced at $150.
- • The forum, titled "Building Intergenerational Wealth: Lessons Learned from the Family Office Model," will examine how wealthy families' management and investment strategies can be adapted for broader households.
- • Speakers include Daniel Matola, director of Family Office Practice at Curi Capital, and Cory Nettles, founder and CEO of Generation Growth Capital, who will moderate; Tannette Johnson-Elie returns as emcee.
- • CLIMB USA is exploring how family office principles can inform its Community Based Investment Enterprise initiative, which pools household resources for homeownership, entrepreneurship, education, retirement and community economic development.
- • The event doubles as a fundraiser for CLIMB USA's programs, which address wealth disparities through investment education, youth development and community investment.
Summary
CLIMB USA will host its second annual Forum on Wealth on Nov. 18, convening business, financial and community leaders to explore how wealth-building strategies can be made more accessible to families and communities across Wisconsin. The event begins at 11:30 a.m. at the Milwaukee Athletic Club, 758 N. Broadway, and tickets are $150, with registration details available through the organization.
This year's forum, titled "Building Intergenerational Wealth: Lessons Learned from the Family Office Model," will examine how the financial management and investment strategies used by wealthy families can be adapted to help more households build long-term financial security. According to Robert Wynn, president of CLIMB USA, "The family office model offers valuable lessons about how resources, knowledge, relationships and disciplined investment can be organized to build and preserve wealth across generations."
Daniel Matola, director of Family Office Practice at Curi Capital, will discuss how family offices coordinate investments, financial planning and wealth transfers between generations. Cory Nettles, founder and CEO of Generation Growth Capital, will moderate the discussion, and journalist and journalism educator Tannette Johnson-Elie will return as emcee.
The forum is tied to CLIMB USA's Community Based Investment Enterprise initiative, which encourages individuals and families to pool resources to support homeownership, entrepreneurship, education, retirement security and community economic development. Wynn said the organization wants "to make the benefits of a family office mindset and framework accessible to people who have historically been excluded from those insights and opportunities." The event is part of CLIMB USA's broader effort to address wealth disparities through investment education, youth development and community investment, and it also serves as a fundraiser for those programs.
This year's forum, titled "Building Intergenerational Wealth: Lessons Learned from the Family Office Model," will examine how the financial management and investment strategies used by wealthy families can be adapted to help more households build long-term financial security. According to Robert Wynn, president of CLIMB USA, "The family office model offers valuable lessons about how resources, knowledge, relationships and disciplined investment can be organized to build and preserve wealth across generations."
Daniel Matola, director of Family Office Practice at Curi Capital, will discuss how family offices coordinate investments, financial planning and wealth transfers between generations. Cory Nettles, founder and CEO of Generation Growth Capital, will moderate the discussion, and journalist and journalism educator Tannette Johnson-Elie will return as emcee.
The forum is tied to CLIMB USA's Community Based Investment Enterprise initiative, which encourages individuals and families to pool resources to support homeownership, entrepreneurship, education, retirement security and community economic development. Wynn said the organization wants "to make the benefits of a family office mindset and framework accessible to people who have historically been excluded from those insights and opportunities." The event is part of CLIMB USA's broader effort to address wealth disparities through investment education, youth development and community investment, and it also serves as a fundraiser for those programs.
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