Legacy in Action: Succession and Estate Planning Made Practical
Succession and estate planning are some of the most important (and often most challenging) conversations family businesses will ever face. Yet many families delay planning until a transition is already underway.
Join us for an honest and practical discussion designed to help family business leaders think proactively about ownership transition, leadership continuity, family communication, and protecting the legacy they’ve worked so hard to build.
This panel will bring together experienced family business leaders and trusted advisors to share real-world lessons, common pitfalls, and practical strategies for navigating succession and estate planning in a way that supports both the business and the family behind it.
Topics will include:
- Preparing the next generation for leadership and ownership
- Balancing fairness, family dynamics, and business realities
- Estate planning considerations for family enterprises
- Communicating expectations and transition plans effectively
- Lessons learned from real succession experiences
- Building a long-term plan that protects both relationships and business continuity
Whether your transition is years away or already underway, this conversation will provide valuable insights and practical takeaways for family businesses at every stage.
Panelists:
TBD
Facilitated by:
TBD
