Description
Family transitions are one of the most mainstream ways in which to exit a business, passing the company from generation to generation. In this module, the advisor will learn about the family enterprise, with and without the business. They will also review the pros and cons of the family transition and how a family advisor can be involved in this transition.
Learning Objectives
• The Landscape: to understand the family enterprise market and explore the opportunities for servicing this complex client.
• Strategies and Tools: to understand your business owner clients better in order to deliver products and services more effectively.
• Strategic Advising: help you think about what you want in your work and to enhance your ability to support your business owner clients from a more strategic, enterprise-wide vantage point.
• Collaboration is Critical: explore the different roles required and why collaboration isn't optional.