September 21-23, 2022 | JW Marriott Chicago

Balancing Liquidity with the Long Term

Every multi-generational family business or enterprise faces the conflict between immediate wealth realization and reinvesting in the business for the future. This year, Family Business Legacy & Wealth will examine strategies for reducing the impact of that conflict, through strong wealth management structures, clear separation of wealth and business, and effective management of family expectations.

Who Should Attend?

Family Business Legacy & Wealth is the only wealth management and legacy preservation conference that focuses exclusively on family businesses, family offices and family enterprises. 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.