Beyond Succession: Planning for Wealth, Ownership & Legacy

Transitioning a family business is about more than determining who owns or leads the company next. It also requires thoughtful planning around taxes, family wealth, succession and the legacy an owner wants to leave behind. This discussion explores how business owners can prepare for an eventual transition, minimize unnecessary tax burdens, create financial flexibility for themselves and their families, and incorporate charitable giving and other legacy goals into the plan. Panelists will examine succession best practices, planning strategies and the decisions owners should consider well before a transition is underway.