Virtual Roundtable Discussion – The Family Business in Transition: Rethink, Rebalance, Reinvent

Thursday, January 19, 2023, from 5– 6:30 p.m. ET

Passing the reins of the family business is one of the most important challenges that family businesses face. However, because the senior generations are well-established and experienced in their roles, it is often assumed that they require minimal transition support. We are now challenging those assumptions. Find out why and how during The UHNW Institute’s special virtual roundtable discussion with the authors of our upcoming white paper entitled: Reimagining Family Business Transitions: Rethink, Rebalance, Reinvent. 

The event and discussion of the white paper are only available for UHNW Institute members. If you are interested in learning more about joining or attending this roundtable, please do not hesitate to contact us.


Meet the Panelists:

Moderator – Russ Haworth, Family Business Advisor & Podcast Host, The Family Business Partnership

Panelist – Stacy Allred, Senior Managing Director, Head of Family Engagement & Governance of First Republic Investment Management

Panelist Dennis Jaffe, Ph.D., Senior Research Fellow for BanyanGlobal Family Business Advisors

Panelist – Ken McCracken, Family Business Consultant at MFBC Limited

Panelist – Daniel Trimarchi, Director, Family Business Advisory Services for KPMG in Canada