programs

Family firms 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 strategies
• Valuation issues—up-to-date IRS rulings
• Intergenerational relations
  • Training the next generation
  • 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