September Roundtable: The Evolving Family Enterprise
This month, we invite you to join the Institute’s experts on September 26th at 4 p.m. ET for a discussion at our next Roundtable, The Evolving Family Enterprise. During this session, we will explore the definition of the term Family Enterprise—a concept that encompasses both private or operating companies and the broader structures created by families, including family offices, philanthropic endeavors and support frameworks.
Our expert panel will examine the changing needs of family enterprises and how advisors can better support them. Whether families are still managing their operating companies, have exited and transitioned or are focused on shared assets, investments or philanthropy across generations, this roundtable will dive into the complex dynamics, various roles and the evolving future of family enterprises.
Key Takeaways:
Attendees will walk away with actionable insights, including:
- Best practices for supporting families through generational transitions
- Managing and communicating roles and responsibilities within the Family Enterprise
- Navigating the intersection of family offices, investments and philanthropy
- Preparing family enterprises for future growth and sustainability
- And more!
Institute members may register for the event and access related resources by visiting the event’s page here.
For further information or to inquire about membership with The UHNW Institute, feel free to contact us.
Meet the moderator and speakers:
Pat Soldano
President, Family Enterprise USA
Founder & President, Policy and Taxation Group
Linda Mack
Founder and President
Mack International, LLC
David Novick
Private, Family Enterprises, Managing Director
PwC US
Michael Zeuner
Managing Partner
WE Family Offices
