Event Calendar
Help for this page My CE Transcript
Hosted by  The Tampa Bay Estate Planning Council

What should we tell the children, dear? Intergenerational Wealth Transfer

What Should We Tell the Children, Dear?
Navigating the Complex Terrain of Intergenerational Wealth Transfer

As trillions of dollars in wealth prepare to shift from one generation to the next, the question isn’t just how to transfer assets—but how to prepare the heirs who will receive them. In this insightful and candid session, Susan Rounds of Deutsche Bank explores the emotional, relational, and strategic challenges of intergenerational wealth planning.

Designed for estate and financial planning professionals, wealth managers, and family office advisors, this session addresses the often-unspoken dynamics that can derail even the most technically sound plans: unresolved family tensions, competing values, and the next generation’s desire for independence—including their potential to move the family’s business to a different advisor or firm.

Through real-world stories and practical guidance, Susan will delve into:

  • Preparing heirs for both wealth and responsibility
  • Building trust across generations and disciplines
  • Understanding generational perspectives on money, legacy, and loyalty
  • Strategies to remain relevant and retain multigenerational client relationships
  • Facilitating meaningful family conversations that align wealth with values

Whether you work with high-net-worth families, emerging inheritors, or family enterprises, this session will challenge you to rethink your role not just as an advisor—but as a bridge between generations.

Agenda
5:15 PM - Professional Networking with Appetizers and Beverages
6:00 PM - Program Begins
7:10 PM - Program Concludes

Cost
This events is FREE for Tampa Bay Estate Planning Council members. $45 for non-members.

Registration Information
Please register by 5 PM on May 13. To let us know that you will be attending, please use one of the RSVP options on the right.

Wednesday, May 20, 2026
5:15 PM - 7:10 PM Eastern Time

Location
Hillsborough County Bar Association
Ferguson Law Center
1610 N Tampa St
Tampa   FL   33602
(813)221-7777
 
Website for Location
Map for Location



Continue and pay now by credit card, debit card, PayPal account or mailed check

Tampa Bay Council Members - $0
Non-members - $45

Speaker Profiles

 


Susan P. Rounds, JD, LLM, CPA, TEP, AEP®
Head U.S. Wealth Planning
 Deutsche Bank

Susan P. Rounds is the Director and Head of U.S. Wealth Planning at Deutsche Bank Wealth Management – Americas. She specializes in tax and estate planning, business succession, risk management, philanthropy, family governance, wealth transfer, and legacy planning. With over 25 years of experience, she has worked with ultra-high-net-worth individuals, families, and business owners across various fields, including accounting, finance, and legal services.

She was inducted into the NAEPC Estate Planning Hall of Fame® in 2022.

Ms. Rounds is a speaker, author, and commentator, with articles published in leading magazines. She frequently presents at national seminars and estate planning events. She serves on the Editorial Board for Opportunity Zone Magazine and has been recognized as one of the Top 25 Opportunity Zone Influencers for the past five years. She also holds a leadership role in the Los Angeles branch of the Society of Trust and Estate Professionals (STEP) and has served on several boards.

She has taught at the University of Georgia School of Law and Business College, covering topics like Estate and Gift Tax, Federal Income Tax, and CPA exam sections. Ms. Rounds holds a BBA in Accounting from UT El Paso, a Juris Doctor from the University of Georgia, and an LL.M. in Taxation from Emory University. She passed the CPA exam on her first attempt and holds several prestigious designations, including Accredited Estate Planner® (Distinguished).
Event ID  338