Building a Legacy – What Families Need to Know About Succession Planning

Are you a business owner? Are you considering transitioning your business to family members in three to five years? Join us for a complimentary webinar on what you need to know about succession planning regarding key stakeholders. The presenters will review important family dynamic considerations and best practices on how to address these matters. They’ll also cover the role of a family office and how to prepare yourself to achieve your goals.

Learning Objectives

Upon completion of this webinar, participants will be able to:

  • Explain key considerations for family dynamics
  • Discuss family business best practices
  • Describe the family office role

CPE Information

Resources

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