This webinar explores the approach to effective NexGen entry and will detail what the process can involve — from tactical steps like building individual and collective development plans or creating an official onboarding program, to broader engagement efforts like tackling cross-generational decision-making, building leadership potential and fostering continuity.
Washington Trust, CFAR and Burns Levinson host a live webinar panel discussion: Growth & Legacy: 2021 Estate & Business Planning Options The panel will include: Jen Cookke, President of F.H. French Co and a faculty member at M.I.T.’s Center for Real Estate Caleb White of CFAR David Raymon of Burns & Levinson and several members […]
Whether there’s a disturbance in economic markets, a death in the family, technological advancements rendering an existing business obsolete, or a shift in family power dynamics, common obstacles can trigger instability and put family businesses at risk of discord and wealth dissipation. Given that family businesses, by nature, can be more vulnerable than their non-family […]
Todd Smith and Katelyn Husereau present sessions onFamily Business Governance, and Preparing the Next Generation for Ownership for the Minnesota Bankers Association.
Katelyn Husereau, CFAR and Caitlin Hurley, Brown Brothers Harriman lead a discussion on how firms are engaging the youngest generation of a family. Caitlin and Katelyn will share the benefits of early involvement of the next generation along with fun examples, learnings, and ideas.