Programs
A limited number of family firms will gather for seminars and forums created specifically to meet the member families’ needs. Some of the topics to be covered in the programs include:
- Succession planning
- Estate and tax planning
- Family wealth management
- Communication and conflict resolution
- Compensation stratagies
- Valuation issues—up-to-date IRS rulings
- Intergenerational relations
- Training and the next genration
- Sibling and cousin rivalry
- Husband and wives working together
- Unexpected transitions
- Handling illiquid real estate positions
- Insurance planning
- Hiring outside managers/directors
- Managing non-family managers and employees
- Establishing requirements and monitoring for succession
- Choosing professional services
- Handling low basis assets
- Using outside boards and advisors
- Investments
- The role of trusts and partnerships in family business