DEPC Meeting: Learn Lead Legacy: Creating a Healthy Dynamic Around Family Wealth

Date: Thursday, January 18, 2024
Time: 7:30am - 9:00am
Location: Halcyon Hotel Cherry Creek, Linear Room, 245 Columbine St, Denver, CO 80206
Speaker: Sara Montgomery, Plante Moran


The Program:

Learn Lead Legacy: Creating a Healthy Dynamic Around Family Wealth


Less than 5% of wealth transfer failure is due to failure in financial planning, taxes, and investments. It’s the family dynamics that are more often to blame. 

Successful families engage technical resources to assist with investing, tax planning, and estate planning. They should also engage resources to advise on communication, governance, and philanthropy, and to navigate the more difficult conversations/transitions.

This session will discuss the good, the bad, and the ugly when it comes to navigating family wealth and how we can help as advisors!


Presented By:

Sara Montgomery leads Plante Moran's family education and philanthropic advisory practices and has spent the past 15 years advising ultra-high-net worth families in the areas of philanthropy, family dynamics, and wealth transfer. Her experience in trust, private banking, wealth management, and philanthropy provide a strong foundation to serve family offices and ultra-high net worth families. Her thought leadership has been featured in the Wall Street Journal, the New York Times, and Kiplinger.

Sara currently serves on the Colorado Golf Association Executive Board, National Jewish Health Development Board, the Advisory Board for Alliance for Choice in Education (ACE), and Good Shepherd Catholic School Foundation. She's a member of the Family Office Exchange, the Purposeful Planning Institute, Rocky Mountain Estate Planning Council, Women’s Estate Planning Council, and the Colorado Planned Giving Roundtable.

Sara received her B.A. in international studies and international M.B.A. in finance from the University of Denver where she graduated summa cum laude. She played Division I golf during her tenure at DU, served as team captain, and was recognized an Academic All American by the NCAA.

Sara is a Colorado native and currently resides in east Denver. Outside of work, she spends time with her husband, Dan, chasing around their two biggest accomplishments, their daughter, Meredith, and their son, Luke.



The meeting begins with networking and breakfast at 7:30 a.m.  

Members are invited to bring guests. We do not charge for guests at this time. Printed copies of the presentation will not be available at the meeting. A copy of the presentation will be available on the website prior to the meeting.

You are invited to email our office manager, Stephanie Hill, at with any questions.



This presentation qualifies for CPE credit in Colorado.

Learning objectives: This program is intended to inform participants on Estate Planning Issues.
​Instructional delivery method: Live instructor
CPE credits: 1 (one) hour
Field of study: Estate Planning
Prerequisites: None
Program Level: Basic
Advance Preparation: None
Program Description:
Course Registration Requirements: Click Register Now on this page or email Stephanie Hill at
Refund Policy: N/A, cost included in annual membership dues
Complaint Resolution Policy: Complaints regarding CPE programming can be submitted to DEPC, P.O. Box 370596, Denver, CO 80237 or to

Related Document(s):

See Upcoming Event Calendar