Succession Planning 1.0 Peer Group

Conflicts of Interest in the Family Business

In a family business, a dispute of family issues, business issues, or ownership issues can be very detrimental to the business.  This session explores situations that cause conflicts, the need for boundaries and the necessary resolution to avoid such conflicts in a family owned business.

Generously sponsored by The Fortis Group at Morgan Stanley  

It is never too early to think about succession planning in a family owned business!  This dynamic monthly peer group is facilitated by Bea Wolper of Emens & Wolper Law Firm, Thaddeus O’Brien of O’Brien & Associates, and Meredith Sugar of Taft Law. They provide a forum to discuss all aspects of succession planning - from inter-family dynamics to strategic planning - in interactive sessions that will provide the foundation for transitioning your family business to the next generation. This program is not just for founders/owners – attending together with successors or next gens is very important and beneficial.