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Topic

It’s All Relative; Family Matters in Business Succession

Description

When planning for your family, you prepare, consult with experts, save, and make plans for your child’s future.

The same is true in running your business; they are, in many ways, parallel experiences.

Transitioning a family business to younger generations can unmask strengths and weakness that can ultimately result is the success or failure of the business. In this webinar, Abbey Flaum, Managing Director – Family Wealth Strategist at Homrich Berg will share her insights on these parallels and a few tips for business succession

Time

Mar 22, 2023 11:00 AM in Pacific Time (US and Canada)

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Message preview	Hi there, You are invited to a Zoom webinar. When: Mar 22, 2023 11:00 AM Pacific Time (US and Canada) Topic: It’s All Relative; Family Matters in Business Succession Register in advance for this webinar: https://us02web.zoom.us/webinar/register/WN_sA9VxL4ER7iEDynfkGPwjQ After registering, you will receive a confirmation email containing information about joining the webinar. ---------- Webinar Speakers Thomas Carroll, CFP (Principal & President @Homrich Berg) Thomas is President at Homrich Berg, serving as a key member of the executive management team for the firm and leading a number of growth and client service initiatives. Thomas has an extensive background in wealth management both as an advisor to clients and as a leader of client service organizations. He believes in HB’s core values and the unwavering focus on delivering high touch, fiduciary fee-only client service to HB clients on all of the important financial issues they face in their lives. Abbey Flaum, J.D., LL.M. (Managing Director - Family Wealth Strategist @Homrich Berg) Abbey joined Homrich Berg after 16 years of law practice devoted to estate, gift and charitable planning, probate, trust and estate administration, pre/post-marital planning and business succession planning. As Managing Director – Family Wealth Strategist for Homrich Berg, Abbey applies the company’s holistic approach to each client’s planning, and she provides clients with ongoing, personalized guidance on tax-efficient wealth, business and estate planning strategies. Patricia M. Soldano (President & Chairman, FEUSA, Founder & President & Chairman, PATG @Family Enterprise USA & Policy and Taxation Group) Patricia M. Soldano has spent over 30 years providing family office services. She developed Cymric Family Office Services into a multi-family office in 1996, and sold to GenSpring Family Offices in January 2009, where she was Managing Director of Western Region for GenSpring for 5 years and then a Family Office Consultant to GenSpring until December of 2017.

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