Trust & Estate Planning

WEBINAR REPLAY: Opening Up About Money with Your Family: When and How to Initiate the Talk

Kate Duffy, FBS®

Bryn Mawr Capital Management

< 1 min read

April 23, 2025

A family walks along the beach.

Watch our webinar replay to discover how to have open, meaningful conversations about money with your family. Learn how generational differences affect money conversations, why proactive financial planning is crucial, and the hidden costs of not having a strategy. Gain insights to help secure your legacy and sustain generational wealth.

Key Topics

How to Prepare for the ‘Great Wealth Transfer’
Turning Money Conversations Into Meaningful Legacies
Navigating the Complexities of Inheritance
The Role of Emotion in Financial Decisions

Kate Duffy, FBS®

Bryn Mawr Capital Management

Kate Duffy collaborates with clients to provide wealth management strategies, financial planning, and investment advice. She joined the company in 2024.

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Disclosures

© 2025 WSFS Bank. Member FDIC. Wilmington Savings Fund Society, FSB d/b/a WSFS Bank.Private Banking is a division of WSFS Bank.
Wilmington Savings Fund Society, FSB d/b/a/ Bryn Mawr Trust.Bryn Mawr Trust is a division of WSFS Bank.WSFS Wealth Management, LLC d/b/a Powdermill Financial Solutions, LLC. Powdermill Financial Solutions, LLC is a subsidiary of WSFS Financial Corporation.Bryn Mawr Trust Company of Delaware is a subsidiary of WSFS Financial Corporation.Products and services are provided through WSFS Financial Corporation’s subsidiaries and their affiliates.Trust and investment advisory services are offered through Bryn Mawr Trust. Bryn Mawr Trust is not a registered investment advisor.Investment advisory services are also offered through Bryn Mawr Capital Management, LLC (“BMCM”), an SEC registered investment advisor and a subsidiary of WSFS Financial Corporation. BMCM’s Registration as an investment advisor does not imply a certain level of skill or training.

Bryn Mawr Trust does not provide legal, tax or accounting advice but those services may be provided by affiliates or subsidiaries of Bryn Mawr Trust.

It remains a client’s responsibility to advise Bryn Mawr Trust (BMT) and Bryn Mawr Capital Management (BMCM), in writing, if there are any changes in a client’s personal/financial situation or investment objectives for the purpose of BMT or BMCM reviewing, evaluating, and/or revising its previous recommendations and/or services, or if a client would like to impose, add, or modify any reasonable restrictions to BMT or BMCM services.

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