Workshops

What You’ll Learn:

Planning the future of your family business can be challenging. Traditional estate plans often focus more on avoiding taxes than on ensuring a smooth transition for the next generation, leading to potential conflicts.

This workshop will help families to:

• Align Expectations: Move beyond inheritance assumptions to forge clear understandings and agreements.
• Define Goals: Clearly identify what your estate and succession plans should achieve.
• Challenge Norms: Explore and adopt new perspectives on succession and estate planning.
• Explore Options: Uncover creative and effective strategies for estate and succession that you might not have considered.
• Make Decisions: Utilize decision-making tools to objectively assess and choose the best options for your family’s goals.

Participants will draft their estate and succession plans within a framework that addresses family dynamics, business management, and asset ownership, both now and in the future.

Don’t Miss Out! Attending both workshops is encouraged to fully understand and apply comprehensive succession strategies. Take the next step toward securing your legacy!

Family Participation: We recommend attending with family members to ensure multiple generations are involved in planning and discussion.