Education

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Legacy in Action: Succession and Estate Planning Made Practical is a panel discussion designed to help family business leaders proactively tackle one of their most critical challenges — transitioning ownership and leadership while preserving both the business and family relationships. Featuring experienced family business leaders and trusted advisors, the session covers key topics including next-generation leadership preparation, balancing family dynamics with business realities, estate planning considerations, and effective communication of transition plans. Whether a business transition is years away or already in motion, attendees will leave with real-world lessons, practical strategies, and actionable takeaways to protect their legacy and ensure long-term business continuity. ... read more

Growth is exciting, but for family businesses, scaling successfully raises a critical question: how do you expand without sacrificing the culture, values, and relationships that made you successful in the first place? This panel brings together family business leaders who have navigated real periods of growth while intentionally preserving what matters most, including trust, accountability, customer relationships, and a people-first culture. Panelists will share candid lessons and practical strategies on hiring values-aligned leaders, communicating vision across a growing organization, balancing innovation with tradition, and building systems without losing entrepreneurial spirit. Whether you're preparing for your next stage of growth or already in the thick of rapid expansion, this session will give you actionable insights for scaling in a way that strengthens your culture and legacy. ... read more