Generation Succession

Overview

Explore the good, the bad, and the ugly around succession and generational transitions of power and control within families of wealth. Hear from one Gen 7 family on their recent generational succession, what prompted the transition, and how they navigated the practical and emotional challenges.

  • Nate Imfeld, Attorney, Foley & Lardner, LLP
  • Torri Hawley, Windway Capital, NextGen

Presentations