Putting the Success in Succession
Putting the Success in Succession: Planning for the Transition of the Family Business
If you envision transferring your business within the family, it’s critical to have a plan that aligns your business, family, and wealth goals for the short and long term. This session will explore key elements that comprise a comprehensive plan, including financial, tax, and legal considerations, and highlight some of the planning strategies families can use to help facilitate a successful business transition.
Speakers:
Matthew T. Lee
Director of Wealth Strategies
Wilmington Trust Emerald Family Office & Advisory™
