Education

Join successful multi-generational family businesses as they share strategies for effective collaboration among siblings and cousins. Learn proven approaches for maintaining family harmony while growing business success. Panel Topics: Defining roles and responsibilities Fair compensation and equity distribution Conflict resolution between family members Succession planning across generations Maintaining professional boundaries ... read more

Join us for a values exercise and discussion around talking to your children about money. Dan Lauletta will guide the session and provide you with tools to have values-driven conversations and best practices about families and wealth. Feel free to bring your spouse! ... read more