Complexity is inherent in every family business — whether large or small, simple or seemingly straightforward. This breakout session will explore how family dynamics, layered over business decisions, create unique challenges for advisors and families alike. While many professionals understand the business itself, navigating the added dimension of family requires specialized knowledge, nuanced skills, and team-based approaches.
Through a case study, panelists will unpack common family business complexities, highlight the value of bringing in a family enterprise specialist, and share strategies to help advisors normalize struggles that families face during transitions, exits, or process changes.
This session qualifies for up to:
1.5 Value Acceleration Knowledge Hours
1.5 CFP Hours
1.5 CPE Hours
