Name: Succession Planning Peer Group
Date: October 10, 2019
Time: 7:30 AM - 9:00 AM EDT
Registration: Register Now
Lonely at the Top
• Who can you talk to?
• Do you have an Advisory Board?
• The owner identity
• Choosing a successor
• Slowing down/moving on
• Challenges: wealth, perks, status, power, relationships
• Considerations on the rest of life – family relationships, philanthropy
Generously sponsored by 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.