Family Leadership Succession: Developing a Roadmap for Successful Leadership Transition

The single greatest challenge for families of wealth is managing a successful family leadership transition. In this workshop you will hear how leadership succession is a process and not an event. Participants will learn how to use skills profiling to identify future leaders who have a greater chance of success and to engage owners in the succession conversation.

With guidance from experts in the field and input from your peers, you will develop a custom timeline and next steps for succession planning in your family business, family council, family office, and/or family foundation.

Additional attendees from the same organization are eligible for a 20% discount.