Charles Ogletree Public Forum Series Panel

The Family Meeting: Building Wealth with Intention Across Generations

Wednesday, August 12th, 2026
2:30pm - 4:15pm

Union Chapel, Oak Bluffs, Massachusetts
 

A historic shift in wealth is underway. Over the next two decades, more than $80 trillion in assets is expected to move between generations. But alongside this opportunity is a growing reality: many Black Gen X and millennial professionals are simultaneously caregiving aging parents and children, often under the same roof. And younger millennials and Gen Z are moving back home and having trouble launching their own careers and families to responsibly shoulder financial responsibility. For Black families, the stakes of this moment could not be higher. These are conversations that our families are having behind closed doors, and we’re building community by bringing them out into the open.  

But the headlines miss a generation of Black professionals that isn't waiting to inherit the blueprint. They're writing it by making deliberate choices about what legacy actually means to them.  

This panel lives at that intersection. We'll interrogate the real cost of being the family's backbone — the medical decisions, the caregiver burnout, the silent pressure of being the one who must "have it together" — while centering the forward motion: how shifting values around homeownership, investing, entrepreneurship, and wealth-building are letting a new generation rewrite what intergenerational wealth looks like in Black America.  

Through a dynamic discussion that bridges financial stewardship, health and wellbeing, and community leadership, this panel will offer practical insights and forward-looking perspectives for families committed to creating lasting generational impact, leaving behind a family and financial legacy. 

Moderator

Panelists

Sponsors and Partners

Presenting Sponsor

massmutual

Community Partner