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DTSTART:20260916T170000Z
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LOCATION:New Location: Missouri Athletic Club 7701 Forsyth Blvd., Clayton MO 63105 
UID:3015720260916T170000ZNew Date: After the Documents Are Signed: An Heir’s Perspective On Family Offices and Reframing Wealth Transfer
DTSTAMP:20261013T123320Z
DESCRIPTION:\nTitle: After the Documents Are Signed: An Heir's Perspective on Family Offices and Reframing Wealth Transfer\n \nDate: Wednesday. September 16, 2026\n \nTime: 12:00pm - 1:00pm\n \nLocation: Missouri Athletic Club Clayton (15th Floor) 7701 Forsyth Blvd., Clayton, MO 63105\n \nSpeaker: Jacqueline Hicks, President & CEO, Bone & Gray\n \nAbout 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.\n  \n \nContinuing Education for 50 minutes \n \nEPCSTL has requested approval for continuing education in the following areas: CTFA, CLE, CPE, CFP  \n \nCPE Information for CPAs CE in person only! You must answer three of the questions asked to receive credit. \n \nThe sponsor assures that the program content and program level is appropriate for the intended participants.\n \nParticipants will: \n \nCPE Learning Objectives:\n \nUpon completion of this course, you should be able to:\n 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 \nThe sponsor assures that the program content and program level is appropriate for the intended participants.\n \nParticipants will earn 1 CPE credit. \n \nField of Study: Specialized Knowledge \n \nAdditional Information:\n \nDelivery Method: Group Live\n \nProgram Level: Basic\n \nPre-requisite: NONE \n \nAdvanced Preparation: NONE\n \nWho 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.\n \n \n \n \n \nRefunds 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.\n \nEstate 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.\n \nNational Registry of CPE Sponsors Number 109467\n \n​CTFA\n \nCTFA 1.0 CE credit \n \nCFP Learning Objectives:\n \nThe attendee will: Upon completion of this session, you should be able to:\n 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 \n \n \nSpeaker Bio:\n \nJacqueline 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.\n \n \n \n \n
SUMMARY:New Date: After the Documents Are Signed: An Heir’s Perspective On Family Offices and Reframing Wealth Transfer - Estate Planning Council of St. Louis 
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