Annex Wealth Management
17950 W Corporate Dr.
Brookfield WI 53045
Third Floor, Café
Worried that the wealth you'll leave behind will harm those you love the most? Even those with a modest amount of wealth can find themselves lying awake at night worrying that the wealth they have might actually jeopardize the well-being of their children and grandchildren. For over 30 years, Mark Shiller has walked alongside many families as an estate planning attorney to help them parent/grandparent well with wealth. In this workshop, he shares with you what he's learned over the course of his career that works well and what doesn't; including: understanding the challenges you're facing, properly and realistically defining what success looks like, knowing what you should and should not do regarding wealth, and achieving meaningful, multi-generational goals.
Mark Shiller is an attorney who concentrates his practice in the areas of estate planning and business succession planning, something he has been doing for 30 years. His clients and other advisors appreciate his thoughtful and creative approaches to their often complicated personal, tax and financial planning challenges. Recently, he released the book “How to Not Ruin Your Kids with Money,” which is a practical conversation about how to support and mentor your “Next Gens” to receive wealth transitions in as positive a manner as possible.
Mark is a sought after speaker, consistently receiving high marks for his humor and ability to engage professional and general audiences alike on complicated technical and personal topics. He also adds a unique element of humor and perspective to his talks as an outgrowth of Mark’s 20+ year career as a professional improv comedian and improv-based trainer for organizations, including Fortune 100 organizations, on developing a collaborative culture, addressing intergenerational communication issues, and many other topics