FAMILY BUSINESS LEGACY

     September 27-29, 2023 | The Adolphus Hotel, Dallas, TX

Navigate the complex issues surrounding legacy and wealth generation and transfer. For family business shareholders (and future owners) and their family offices.

Join your peers to explore:

• Creating responsible owners
• Building long-term ownership strategies
• Transferring ownership to the NextGen
• Defining your family's appetite for risk
• Using philanthropy to engage the family
• Making succession planning work

The Family Business Legacy Difference:

• Advice from families and family offices who share lessons learned from their successes...and failures
• Collaborative discussions and peer groups
• Intimate, confidential and honest conversations
• Unparalleled networking opportunities
• No-sell environment

Plus: an optional pre-event Family Office Intensive session for family office leaders and family members who interact with the family office.

AGENDA HIGHLIGHTS

• Developing an Ownership Strategy
• Preserving, Expanding and Creating a Vision for Your Legacy
• Money, Relationships and Conflict: Strategies to Minimize the Impact of Conflict
• Redefining Your Risk Appetite
• Family Policies That Foster Sustainability
• The Philanthropy Generation Gap
• Succession: It's More Than a Plan
• Generational Transfer of Ownership
• Valuing the Business  (When to do it, How to do it!)

WHO SHOULD ATTEND

  Family Business Legacy helps owners and members of operating family businesses and enterprises, and their family offices, navigate the complex issues surrounding legacy and wealth generation and transfer.

Family Business events approach everything from a real-world perspective. Our moderators are industry experts; our family business and family office speakers share real experiences in an authentic and open environment.

Attendance is limited to family business owners, senior executives (including non-family executives and non-family board members), family trust directors/executives, family council leaders, family office leaders, or shareholders of family-owned businesses whose primary business is other than advising family-owned businesses.

NOTE: All attendees will be vetted to ensure that they are family company leaders, members or shareholders. This event is only for family-run companies or enterprises. Senior advisers to family companies may attend ONLY with the family company they represent.

Family Business Legacy is sponsored by Family Business Magazine, and is the only conference created for family companies, by family companies.

We continually strive to enhance your conference experience with:

• Smaller group sessions to facilitate discussion.
• Topic-based expert briefings to allow you and your family members to drill down more deeply into areas of specific interest or need.
• Some families bring family members who do not attend the conference itself. We've created the opportunity for these families to schedule a working family meeting prior to and after the conference, with a professional facilitator. (Limited space available, please contact Diane McCollum at 215-405-6063 for details). Please note: our hotel room block allows families to book rooms before and after the conference, at our group rate, to extend the duration and value of your visit.

Family Business Legacy features:

• Speakers from family companies: Our focus is on speakers from family enterprises, sharing real-life problems and solutions.
• Intimate, open environment: Limited attendance, and a private "safe harbor" environment in which to openly share challenges and opportunities with other families.
• Collaborative discussions: Opportunities to work through family issues via guided discussions.
• No-Sell environment: Conference sponsors understand and commit to participating as thought leaders and experts, and are restricted from actively selling their products and services.
• Peer Groups: Attendees get the opportunity to engage in small working groups with a facilitator leading the session. This is a tech-free place for you to share stories, resources and experiences in a confidential environment with other family businesses.
• Networking with families like yours: Hosted networking, opening reception, meals, breaks and workshops are all designed to allow you to meet many family enterprise attendees.
• Family focus: Brought to you by family-owned Family Business Magazine. We use family-owned or family-controlled hotels, transportation services, restaurants and service providers whenever possible. We believe in, and invest in, America's family businesses.
• Hosted family meetings: For attending families who want to meet before and after the conference, professionally facilitated. Limited availability.