Family Engagement, Legacy and Learning at Mill Creek Capital Advisors

Establish generational practices that build trust, consensus and collaboration.

Equipping families with the knowledge and tools they need to gain confidence and clarity on their wealth journey is our priority. It’s our duty to strategically guide you where you want to go.

Guiding Your Family To Excellence

Family-First Philosophy

We believe in engaging your whole family, balancing your need for privacy with the needs of multigenerational family members. We will guide your family in crafting a shared vision for the future and committing to preserve wealth and legacy for generations.

Multigenerational Education

Ready the next generation with personalized education on investment principles, family governance, and financial literacy and help them become informed, confident guardians of your wealth.

Legacy Planning

Craft legacy plans that embrace family goals and values, establish governance structures and processes, and preserve and pass on family wealth.

Insights and Learning

We hold regular in-person and virtual events to provide insights on a variety of topics, such as capital markets, family governance, and cyber security, to ensure your entire family is educated and aware of important events.
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Apr 18 2024 | Livestream

Family Wealth Dynamics: Navigating Generational Transitions & Governance Strategies

Tune in to hear Katie Poole, Principal and Investment Officer at Mill Creek Capital Advisors, and Lisa Beattie Frelinghuysen, Senior Advisor at Banyan Global, explore the complexities of family governance and decision-making and offer valuable insights on engaging the next generation as they step into positions of power.

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Relevant Reading

Read more about our approach to the markets and our wealth advisory services.

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Work with Mill Creek

Get in touch to learn more about our family engagement and legacy learning services.

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