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Micahl Wester

Director, Client Advisory Team
Tolleson Wealth Management
Micahl Wester is a Director on the Client Advisory Team. She serves as a primary advisor and works closely with wealthy families to navigate all things financial. By creating a customized approach based on client goals, she coordinates a wide range of services to manage, sustain, and grow wealth while sustaining a family’s identity and character.

Prior to joining Tolleson Wealth Management in 2007, Micahl worked at a boutique financial planning firm in Dallas.
Micahl earned a Bachelor of Science in Personal Financial Planning from Texas Tech University. She is registered as a Certified Private Wealth Advisor and a CERTIFIED FINANCIAL PLANNER practitioner. She has served on the DFW Financial Planning Association Board of Directors as the Special Events and Symposium Director and is a past planning committee member for the Northeast chapter of the Cystic Fibrosis Foundation.

SESSIONS

Concurrent Workshop #1 | Shoring Up The Foundation – Checking for Cracks in Your Family Enterprise – Speaker

Your family business may have stabilized after the economic, health and societal upheavals of 2020, but have you checked the “foundation” of the rest of your family enterprise?  Have you re-examined the fundamentals of your estate plans, your family governance and all the related decisions that impact its sustainability?  Multi-generational families operate within a complex web of legal agreements, financial structures, and organizational and family dynamics, and a family’s plans require regular testing and maintenance to be sure they function smoothly during times of maximum stress. 

We will share what other families have found when they went through this process – situations where trustees and successors are all from the same generation, or children from a first marriage inherit control of a family vacation home that a second spouse is supposed to use.  Hear those stories and share your own challenges and solutions.