Family Business Center of Hawaii

Equipping, educating and celebrating families in business

Shidler College of Business

2011 Annual Retreat

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