Education

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