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Legacy, Stewardship, and the Next Generation

  • Mechanic's Institute Library 57 Post San Francisco, CA USA (map)

How do families navigate the responsibilities, relationships, and decisions that come with building and sustaining wealth across generations?

Join YCSF for a conversation with Dr. Dennis Jaffe, a world-renowned expert on family wealth and intergenerational dynamics. Drawing on more than 40 years of research and practice, Dr. Jaffe will explore how prominent families approach legacy, communication, governance, and preparation of future generations for stewardship.

Mechanic’s Institute Library, San Francisco

Wednesday, July 8

5:00 to 5:30 PM – Networking (Wine and light hors d’oeuvres)

5:30 to 6:30 PM – Presentation and Q&A

6:30 to 7:00 PM – Networking

General admission is $30

Sustaining members receive $10 off (email hello@yalesf.org for promo code).

Register for the event HERE on the Eventbrite page. 

Dr. Dennis Jaffe (BA ’67, MA ’69, PhD ’75) is the author of more than 30 books on family enterprise, governance, and generational transition. He currently serves as a Senior Fellow at BanyanGlobal Family Business Advisors, where he advises families and financial advisors on financial continuity and long-term success.

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June 23

Yale/Duke alumni happy hour