The planning for the transfer of wealth is a crucial component to any comprehensive succession plan.  A clearly articulated wealth management strategy, that is prepared early, provides family business owners with a wide range of transfer options. The longer a family waits to develop a comprehensive succession plan, which includes provisions for the transfer of wealth, the more limited the options become.

Joe Rodanski and Rob Firestone, experts in helping families deal with their wealth transfer planning, will help families begin this important process by encouraging them to focus first on family priorities and what they wish to accomplish as a result of their wealth transfer strategy.

The presentation team will address wealth transfer issues that address two very different transfer outcomes,  when the business is being passed to the next generation and when that business is being sold to a third party.

It is recommended that members involved in the succession process attend this event together; including senior and junior generations. Family business advisors are also encouraged to attend.