Wealth Management Considerations with Business-Owning Families - Part 1 2023 | American Bankers Association (ABA) | 2 August 2023 | Webinar

Families that own businesses face decisions and consequences that cut across the business and the family, so it’s critical in wealth planning to consider financial and non-financial interests. This session will help you establish a framework for systematically removing both financial and relationship risk as you help families plan for the continuity of their business. You’ll take home a clear understanding of how to navigate the questions of continuity vs. control.

Discussion Highlights:
• A framework to understand the financial and non-financial considerations of the entire family business system
• Examples of “missing conversations” and how to initiate them with courageous questions
• Four superhero archetypes that will help you understand leadership transition styles and stumbling blocks
• How to gain confidence that your client and their business can survive and thrive through a business transition

2023 Speaker

Dave Specht
Director, Global Family Business Institute