The firm will host an invitation-only roundtable for family business owners and their advisors on succession planning, governance structures, and the family dynamics that determine whether a transition plan survives contact with reality.
The working session pairs the firm's corporate and private-client attorneys with owners at different stages of transition — from founders beginning to think about the question to third-generation stewards managing sibling partnerships.
Topics include buy-sell architecture and its funding, voting and non-voting recapitalizations, the role of independent directors in family-held boards, and the estate-tax planning window that current exemption levels leave open.
Attendance is limited to keep the conversation candid. Breakfast and materials are provided, and continuing education credit is available for attending advisors. Contact the events team to request an invitation.