PKF O'Connor Davies Accountants and Advisors
PKF O'Connor Davies Accountants and Advisors
Insights

Webinar Replay: Becoming a Legacy Family

We invite you to watch this enlightening presentation on how today’s families in business and those with wealth are challenged. Staying connected and maintaining family unity is essential to create sustainability and a legacy for future generations.

Challenges faced today for such families include changing family dynamics and roles. We offer steps needed to create effective family governance for transitioning significant capital, both financial (tangible) and human (intangible), from one generation to the next.

Your family business legacy is in your hands.

Watch Replay Here

Key Topics:

  • Importance of family connection and unity in building a family legacy and factors today that challenge it.
  • How parenting roles have changed over time and how we should look at it today to achieve the goals of family governance.
  • Seven steps to healthy family governance: a detailed approach.
  • Integrating the family, assets and structures.
  • How philanthropic activities can unify and support family connection.

Featured Speakers:
GenLegCo. Inc.
Tom Rogerson, CEO and Founder

Host:
PKF O’Connor Davies
Cynthia Adams Harrison, Ed.D., LICSW, Managing Director, Center for Private Business Owners