CLIMB USA to host second annual Forum on Wealth in Milwaukee

CLIMB USA will host its second annual Forum on Wealth Nov. 18, bringing together business, financial and community leaders to explore ways to make wealth-building strategies more accessible to families and communities across Wisconsin. This year s forum, “Building Intergenerational Wealth: Lessons Learned from the Family Office Model,” will examine how wealthy families financial management and investment strategies can be adapted to help more households build long-term financial security. “Milwaukee and communities throughout Wisconsin need innovative and sustainable strategies for building intergenerational wealth,” says Robert Wynn, president of CLIMB USA, in a press release. “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.” Robert Wynn, president of CLIMB USA The event begins at 11:30 a.m. at the Milwaukee Athletic Club, 758 N. Broadway.   Danie