New Date: After the Documents Are Signed: An Heir’s Perspective On Family Offices and Reframing Wealth Transfer
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Title: After the Documents Are Signed: An Heir's Perspective on Family Offices and Reframing Wealth Transfer
Date: Wednesday. September 16, 2026
Time: 12:00pm - 1:00pm
Location: Missouri Athletic Club Clayton (15th Floor) 7701 Forsyth Blvd., Clayton, MO 63105
Speaker: Jacqueline Hicks, President & CEO, Bone & Gray
About the presentation: "Shirtsleeves to shirtsleeves in three generations" is one of the most quoted maxims in wealth planning, and one that causes legacy families’ legitimate concern. Jacqueline Hicks is a fourth-generation heir to a real estate enterprise -- a surprise inheritance when her mother was named trustee with three weeks' notice. What followed was a decade of hard-won education: liquidity squeezes, discount appraisals, Graegin loans, and the far harder work of teaching an entire family to speak the language of trusts, tenancy-in-common, and succession. Today, that work has grown into Bone & Gray's focus on peer-to-peer stewardship education for multigenerational real estate families. In this session, Hicks shares an heir's perspective: insights from her family's experience, the MIT research that has shaped their thinking, and the patterns she's observed in families like her own — offering estate planning professionals a rare view of what happens after the documents are signed.
Continuing Education for 50 minutes
EPCSTL has requested approval for continuing education in the following areas: CTFA, CLE, CPE, CFP
CPE Information for CPAs CE in person only! You must answer three of the questions asked to receive credit.
The sponsor assures that the program content and program level is appropriate for the intended participants.
Participants will:
CPE Learning Objectives:
Upon completion of this course, you should be able to:
- Identify the governance structures (cadence, protocol, and delegated authority) that support sound family financial decision-making after a wealth transfer
- Recognize common friction points — liquidity constraints, valuation discounts, and financing tools like Graegin loans — that arise when heirs are unprepared for a transfer
- Describe how multigenerational families can build capable ownership across multiple family members rather than a single successor
- Apply lessons from an heir's perspective to better prepare clients and their families for post-transfer governance
The sponsor assures that the program content and program level is appropriate for the intended participants.
Participants will earn 1 CPE credit.
Field of Study: Specialized Knowledge
Additional Information:
Delivery Method: Group Live
Program Level: Basic
Pre-requisite: NONE
Advanced Preparation: NONE
Who should attend: This session is designed for accountants, CPAs, trust officers, and estate planning professionals who advise multigenerational families — particularly those working with clients holding closely-held business or real estate wealth. Attendees will gain a rare heir's-eye view of what happens after documents are signed, equipping advisors to better anticipate the governance, communication, and succession challenges their clients' families face.
Refunds and Cancellations: All attendees are required to register in advance. If you reserve and are unable to attend, please cancel your reservation at least 3 working days in advance of the meeting to receive a refund or credit for a future meeting. For more information regarding refunds, complaint, and/or program cancellation policies please contact our offices at 314-520-3564.
Estate Planning Council of St. Louis is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
National Registry of CPE Sponsors Number 109467
CTFA
CTFA 1.0 CE credit
CFP Learning Objectives:
The attendee will: Upon completion of this session, you should be able to:
- Recognize warning signs that a client's heirs are unprepared to manage an inheritance or trusteeship, before a transfer event forces the issue
- Identify governance practices (regular family meetings, defined roles, structured communication protocols) that planners can recommend to multigenerational clients
- Distinguish between concentrating financial responsibility in a single heir versus building capability across multiple family members
- Apply an heir's-perspective case study to strengthen client conversations about succession planning and family governance
Speaker Bio:
Jacqueline Hicks is President and CEO of Bone & Gray; a single-family office built around a real estate enterprise established in 1926. A fourth-generation heir, she left a career as a private client equity trader in 2017 to rebuild her family's financial governance. She is a graduate of MIT's Entrepreneurship Development Program and holds a Certificate of Specialization in Finance & Accounting from Harvard Business School Online. Bone & Gray's peer-to-peer stewardship education draws directly on the family's own experience, and the firm is a proud affiliate member of the ABA's Real Property, Trust and Estate Law Section.
