In our "Back to Basics Series," we revisit core family business best practices and principles to help guide families from the early stages of planning through the final phase of executing a transition of ownership, leadership, or wealth.
In part one of this series, "Family Wealth & Succession Planning," we discuss the important conversations that should occur around money and business transition, share real life examples of successful and unsuccessful family successions, and action steps to kick start the planning process.
This is a FREE VIRTUAL event, with the program taking place through Zoom Meetings. The link to join the conference will be provided once registration information is submitted.