2022 Family Business Cohort

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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

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