LUNCH & LEARN SERIES 2022-2023
As a follow-up to last September's Family Business Legacy & Wealth conference, we are hosting a series of Lunch & Learn webinars to allow for further exploration of wealth strategies for family businesses.
This is a great opportunity to dive deeper into issues such as NextGen financial literacy, year-end tax planning and risks to family wealth. Sign up for one or all sessions and learn new ideas and strategies from our thought leaders.
Our series begins Friday, December 2 and runs through February 3, 2023. All sessions begin at 1 PM ET. Check the schedule below for details.
Register at no cost and watch the sessions live or on-demand at your convenience.
FRIDAY, DECEMBER 2, 2022 | The Science Behind Raising a Motivated and Engaged Next Generation [60 minutes]
Privilege can challenge the foundation of a family in many ways. Yet, raising a next generation that is both motivated and engaged is essential to both a family’s happiness and a business’s success. In this session, we will discuss some of the causes and effects impacting motivation and personal fulfillment, and practical ways that business leaders and parents can help the next generation thrive.
Presented by BBH's Ross Burch, Senior Wealth Planner, and Ben Persofsky, Executive Director of the BBH Center for Family Business
FRIDAY, JANUARY 13, 2023 | Keep Them Hooked - Next Gen Financial Literacy [Part I]
This session will explore ways to teach the younger generations about financial principles — without boring or alienating them.
Considerations in Choosing Non-Family Trustees, Wealth Managers & Directors [Part II]
Presented by Nate Imfeld, Senior Counsel, Foley & Lardner LLP
During this interactive session, we will explore the different outside fiduciary roles, discuss how to select the best partner, and most importantly how to develop and manage your relationship with them. Throughout our session, we will also touch on risks and how to avoid pitfalls. Our aim is to demystify the process of selecting and managing outside fiduciaries while taking into consideration your values and longterm goals.
FRIDAY, JANUARY 27, 2023 | Bridging the Gap Between Transparency, Control, and Liquidity [30 minutes]
Finding a balance between maintaining control while also being transparent and inclusive with the next generation can be incredibly challenging. Explore the tools and techniques that family-owned businesses are employing to ensure success for the next 100 years.
Presented by Nth Round's Chris McConnell, Co-Founder, and Graham McConnell, CEO & Co-Founder
The No.1 Threat to Family Wealth … Perception vs. Reality [30 minutes]
Perception: 79% of risk is perceived to be financially related. Reality: Only 3% is financially related. In this session, we will be sharing simple, yet practical tools successful families can utilize to mitigate the erosion of family wealth from generation to generation. We believe it is vital to know the 3 Elements of Trust and how they are important to the success of your family and the 9 Family Leadership Roles and how they help increase communication and trust within the family unit.
Presented by Wealth & Legacy Group's Co-Founder, Chad Reyes
FRIDAY, FEBRUARY 3, 2023 | Maximizing Potential in Family Business [30 MINUTES]
Whether you’re a first-generation success story or a multi-generational juggernaut, competition and the fast-paced nature of today’s uncertain environment present complex challenges. With their generational perspective, family businesses are uniquely well positioned to navigate eras of significant change, but what are the key decisions owners need to consider now to maximize potential for the future? How can families channel the best thinking from others who have faced similar challenges but succeeded through well-executed growth, governance, planning and/or succession strategies.
• No cost to attend
• Opportunity for questions and feedback
• Unbiased third-party family business education
• All participants can receive a copy of the webinar materials after the event, upon request
• All participants receive Family Business Magazine weekly newsletter, with news, tips and trends that impact your family business. You may, of course, opt out at any time.