SEMINAR 1: Preparing the Individual, the Family, and the Family Business for the Future

Successful business-owning families know that a set of timely decisions is required to continually prepare and grow the family-operating companies. For the long-term success of the family, timely and thoughtful exploration of future planning for self and family is also required, but often overlooked. This session presents ideas and best practices for strategically planning for the lasting success of individuals, family, and business, while recognizing the complex intertwining of the three.

You can view each part of the seminar below:

• Understanding Your Business Planning Cycle and Timely Decision-Making
  Ann Dugan, Senior Managing Director, Consulting, Family Office Exchange
• Sustaining the Family Business
  Greg Cessna,CEO, Northbound Consulting
• Leadership Preparation in the Succession Journey 
  Ann Dugan, Senior Managing Director, Consulting, Family Office Exchange
• Preparing for a Successful Journey for the Family 
  Mitzi Perdue, Author, How to Make Your Family Business Last
• Q & A Session
  Panel Discussion

Presenters and Facilitators: Mitzi Perdue, Author, How to Make Your Family Business Last; Greg Cessna, CEO, Northbound Consulting; Ann Dugan, Senior Managing Director, Consulting, Family Office Exchange; Miguel López de Silanes, Market Leader for Europe and Latin America, Family Office Exchange