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Family Governance and Family Wealth

Exit Planning Institute Conference
Ritz Carlton – Tysons Corner, Virginia

It’s easy and common for financial and legal advisors to focus their efforts on “the business” to the detriment of the family behind it. Family businesses have special circumstances that public companies don’t face and managing the issues related to stewarding wealth through generations is complex. In this session Dr. Gage helped identify family issues and steps to create more formal governance processes that safeguard family assets… and relationships. He shared a complex business ownership transition from the second to third generation and the unfortunate role that secrecy played.