Join us for an insightful and dynamic discussion about engaging and advising your client’s children. Hear from local industry experts about WHY you should begin the discussion with your clients, WHAT you can do to become an expert, and HOW to effectively engage and advise the rising generation to ensure a lasting financial legacy for their family and for your business.
Our panelists will share best practices, insights, stories and their processes to successfully engage the rising generation, build a relationship and advise them through the generational wealth transfer. The presentation and following Q&A will leave you with actionable ideas to implement in your own practice or firm.
Patricia M. Armstrong, Senior Director, Family Dynamics & Education
As a senior director of Family Dynamics and Education, Pat’s work with families focuses on growth and sustainability. Pat and her colleagues know first-hand the complexities that families of great wealth may face. They work to ask insightful questions, listen carefully, and help clients find clarity about their values and goals. Pat works with families on a variety of topics such as preparation of heirs, family governance, family business succession and family philanthropy.
Before assuming her current role at Abbot Downing, Pat was head of Family Dynamics at Wells Fargo Family Wealth. She was the human resources director for Wells Fargo’s Private Bank and held a series of management roles focused on developing talent since she joined Wells Fargo in 1990.
In her earliest professional life, Pat was an independent management consultant to family
businesses and nonprofit organizations, a faculty member in psychology and a mental health program director.
Pat holds a doctorate degree in psychology from Southern Illinois University in Carbondale,
Illinois. She earned a bachelor's degree in psychology from Illinois Wesleyan University in
Bloomington, Illinois, where she recently served as a university trustee. Pat received a
certificate in executive coaching from Columbia University. She is a member of the Family Office Exchange (FOX), Family Firm Institute (FFI), the American Psychological Association (APA) and serves on the Advisory Council of the Global Family Office Community.
Pat resides in Half Moon Bay with her partner Ken, manages her family’s farm in central Illinois, and enjoys travel and gardening.
Joe Martin, Partner
Joe is responsible for the overall management of advisory and planning services for Golub Group, LLC a San Mateo wealth management firm. In addition to providing leadership to the firm’s Financial Advisory team, he advises clients on a broad range of financial needs including investment planning, tax and estate planning, retirement and college planning, and insurance.
Joe has been working in the investment advisory industry since 1997, Prior to the formation of Golub Group in 2003, Joe worked for its predecessor firm, which operated as a unit of San Francisco-based Hoefer and Arnett Inc., where he helped advise clients on their investment and planning needs. Joe received his Bachelor of Arts in Psychology from the University of California, Los Angeles.
He lives in Redwood City with his wife, Erika, and two sons. He enjoys spending time with his family, reading, exercising, and dedicating time to personal, professional and spiritual development.
4:00pm Registration & Networking
4:30pm Presentation and Q&A
5:45pm Holiday Reception