Generational Transitions Journey

Family office executive, Jill Koosmann, with G5 family members, Katherine Hayes and Kate Tilney, will highlight how the family and office staff worked together to complete a significant generational transition. Learn how they worked together to meet the family’s current needs, while respecting the evolution of the family’s culture. By addressing questions about where they are going, what business they are in, and how to measure their success, the team learned a great deal in the process. Anyone preparing for a similar journey, or anticipating one in the future, will benefit from hearing about this family’s accomplishments and experiences.

Presenters: Jill Koosmann, President & CEO, HRK Group, Inc.; Katherine Hayes, Chair of the Board, HRK Trust Company; Kate Tilney, Chair of the Board, HRK Group, Inc.