This event has concluded. You can download the briefing paper or listen to the podcast episode below:
Transitioning the family enterprise to the next generation is about more than just business assets and estate planning. To create a truly lasting legacy, family values must also be successfully passed along. This presentation will help you prepare your family legacy by focusing on values and communication in addition to traditional wealth planning. We will introduce practical ideas and tools to help ensure your family's vision remains intact through generations of ownership.
January 18, 2018
7:30 am to 9:00 am
1313 NW Marshall St, Portland, OR 97209
Justin Miller - BNY Mellon Wealth Management
Chad Wall - BNY Mellon Wealth Management
Family Business Panelist - David Ellsworth of Medical Answering Service
Registrations are $40 each, with a 25% discount for three or more.
Attendance is limited to business owning families, family members, and key personnel.