Leadership Succession Planning in a Family Business

Leadership Succession Planning in a Family Business

On July 19-21, 2021, I spoke in front of a live audience for the first time since March 2020!?

At Opal Group's Family Office and Private Wealth Management Forum in Newport, RI, I spoke on “Family Governance and The Single Family Office: Planning for the Next Generation” and also led the “Private Closed Session for Family Offices.”?

Read a short article about my views on the 3 critical stages of planning for a transition at the top in Leadership Succession Planning in a Family Business as published in Inspiration And Insights online magazine on August 1, 2021.

Or watch a short clip of my presentation here.

#LeadershipSuccessionPlanning #SuccessionPlanning #FamilyWealth #FamilyGovernance #FamilyLegacy #FamilyMeetings #Legacy #Governance #FamilyBusiness #FamilyEnterprise #FamilyOwnedBusiness #Stewardship #FamilyWealthStewardship #FamilyOffice #HardLookSoftIssues #WealthManagement #SusanSchoenfeld #SusanRSchoenfeld #WLALLC #WealthLegacyAdvisors

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