From Success to Significance: Legacy, Wealth & the Next Chapter in Family Business

For many family business owners, success eventually leads to bigger questions about legacy, wealth, and what comes next. This session explores how families navigate the transition from building a business to shaping its future—balancing financial outcomes with personal goals, generational priorities, and long-term impact. Hear how leaders align stakeholders, incorporate charitable giving strategies, and structure decisions to minimize tax liabilities while maximizing the value and purpose of a transaction.