Events Calendar - Succession Planning - Succession Planning - Conway Center for Family Business

Succession Planning

A quarterly peer group for family business leaders

Return to Educational Opportunities

From inter-family dynamics to strategic planning, these interactive sessions will provide the foundation for transitioning the 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.

Facilitator: Co-facilitated by Bea Wolper, Emens Wolper Jacobs & Jasin and Meredith Sugar, Taft/ Law.
Frequency: Quarterly
Fee: FREE for all Conway Center members
Pre-approval to join? No, this is a drop-in group, but meeting RSVP is required
Service Providers eligible? Yes, Service Providers are welcome (limit 2/company), meeting RSVP is required

Generously sponsored by Morgan Stanley

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Upcoming Events

Events Calendar - Succession Planning

Results Found: 1 View Full Calendar
Thursday Dec 5, 2024
Your succession plan should lay out a strategy to protect your assets and transfer ownership. Come learn about ways to significantly reduce future tax obligations, ranging from trusts and lifetime gifts to tax-efficient investment planning. We'll also delve into the key points about redemption as an asset protection strategy, and specific ways it can protect the assets of your family business. Generously sponsored by Morgan Stanley ... read more
Categories: CCFB Peer Group, Succession Planning

I still have questions. How can I get more information about the Succession Planning Roundtable?

Contact Amy Dotts, COO and Events Manager at adotts@familybusinesscenter.com or 614-847-0160

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