The panel will discuss various wealth management issues (taxes, cashflow planning, legacy, risk, capital markets, intergenerational planning) that affect business owners as they transition from active ownership to stewarding the family wealth.
- Pursuits and Passions: Leveraging Values/Goals based approach to wealth management in helping to redefine your identity after a succession event.
- Benefits of pre-liquidity planning and the pitfalls if neglected.
- Discuss specific action items owners should consider in preparation of a succession event.
- Current market environment and how it impacts an owner’s financial plan.
About the Presenters:
Thank You to Our Sponsors:
This meeting will be held at The Stonehaus, Tasting Room.
Address: 32039 Agoura Road, Westlake Village, CA 91361