2022 Family Business Cohort
- Learn from other families in an intimate and confidential setting: Cohort of five non competing Family Businesses
- Conversations around key Family Business topics with other families and experts from the UBS Succession Group and Business Consulting Resources
- Guest speakers to include Business Psychologists, Tax Planners, Philanthropy & Family Office specialists
- Four Zoom workshops plus optional in-person networking events
Explore four key Family Business topics:
The tough conversations
How to have the difficult (money) discussions with your family. These are often avoided because they are "uncomfortable" or you don't know where to begin. Tough conversations are a crucial part of Succession & Estate Planning.
Succession & Estate Planning
What is the role and process of each type of plan, how do they intersect, and who should be involved? Where does the process begin and end?
Financial Considerations
Gifting versus selling, financial needs for retirement, financial capacity of the next generation leaders, and value of the Ccompany. Comprehensive financial planning and thoughtful solutions are key!
Fostering Innovation
How do you simultaneously honor legacy, foster innovation, and balance risk management in a family business? Learn best practices for next generation leaders and implement new ideas, backed by the confidence of the current generation.
contact
INQUIRE HERE OR COMPLETE THE APPLICATION TO JOIN THE 2022 FAMILY BUSINESS COHORT
Phone: 808-545-4111
Email: celine@bcrhawaii.com
Applications must be submitted by January 20, 2022
