As part of M&T Emerald Advisory Services™, Libby creates and facilitates customized family workshops to help engage participating family members and prepare them for their future roles in the family in order to better position them for success. These workshops are designed to assist families with communication, personal legacy planning, wealth transition, and financial education. The goal is for the family to leave the experience with a vision for what is possible for their family, including but not limited to a list of common values, a deeper understanding of one another, and most importantly, a path forward for what they hope to achieve together.
Libby has eight years of experience in the wealth management industry. She holds a bachelor’s degree in business administration from Western Michigan University.
October 6, 2020, GEM 23—Many successful family businesses use mentorship programs to engage younger generations and overcome some of the challenges associated with inter-generational succession. In addition, effective mentoring may help reinforce a shared vision and company values across generations. Family Legacy Coordinator Libby Turner discusses how effective mentoring can help pave the way for a successful business transition to the next generation.
July 28—Creating strong communication practices within your family is an important component of legacy planning, and even more important during challenging times.
