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

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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