Press Room

April 03, 2013

Nager to Speak at Planned Giving Council of Houston

Ross Nager will speak at Planned Giving Council of Houston’s annual conference, Planned Giving...The Foundation of Our Future on April 25, 2013. His presentation, "Beyond Survival - Behind the Scenes in a Wealthy Family and Business" will take place during a break out session intended for advisors, which focuses more on how planned giving can help grow their practice, how to talk with their clients about planned giving, and relationships/bridging the gap between advisors and fundraisers.

“Beyond Survival - Behind the Scenes in a Wealthy Family and Business” offers a humorous look inside a wealthy business and investment owning family to provide an understanding of the issues that cause many families to fail at intergenerational transitions, whether of an operating business or investment wealth. Nager will advise attendees on engaging clients in philanthropic discussions, which will be more successful if charitable giving can be addressed in the context of the broader issues their clients face.

The Planned Giving Council of Houston (PGCH) is a professional society organized to meet the specialized needs of planned giving professionals through the exchange of information and subject knowledge assisting the career and professional advancement of our members. Their mission is to increase the quality and quantity of charitable planned gifts in the Greater Houston and surrounding area by providing educational programs, ethical guidelines and other resources for professionals associated with gift planning.

Ross W. Nager, CPA is a managing director of WTAS LLC, a national tax, valuation and financial advisory firm, and serves as Of Counsel to Sentinel Trust Company (a full service wealth management firm and multi-family office) in Houston. He has over 35 years of experience in family wealth planning and family business consulting, working extensively in planning for ultra-high-net-worth families and closely-held businesses in numerous industries. His direct involvement in resolving succession and other dynamic issues unique to family owned businesses has resulted in him being quoted in national publications such as The Wall Street Journal, The New York Times, Fortune, Forbes, Family Business, Business Week and Nation's Business.

April 25, 2013
Houston, TX