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                GROWTH. TRANSFER. LEGACY.

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EVENT DETAILS


XPX Fairfield - Transitioning to Insiders – Family Business Planning and Continuity

  • April 12, 2019
  • 7:30 AM - 9:30 AM
  • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
  • 63 registrants

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Transferring ownership of family businesses to the next generation can be a tricky process. In this session we will explore:

  • The politics of ownership – How to balance the objectives of family members outside of the business vs. family members actively involved in the business or on the executive team
  • How best to transfer to the next generation and maximize benefits using estate planning and other trust instruments

Presenters:

Carolyn Reers, Partner at Wiggin and Dana, Bio

Jane Beddall, Founder & Principal of Dovetail Resolutions LLC, Bio

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