FAMILY-BUSINESS TECHNICAL TOPICS
9 General Topics from Your Professional Advisory Team
For 90-minutes before each Family-Business Consultation, your Professional Advisory Team—comprised of your legal, tax, and financial advisors—will present overviews on various technical topics important to life and business.
Hearing differing perspectives on topics from a team of professional advisers will provide members with an education that is only available through the Forum.
Your Professional Advisory Team will cover topics such as:
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Shareholder Agreements
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Governance
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Trusts
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Retirement Plans
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Employee Benefits
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Cyber Security
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Key Man Insurance
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Business Legal Document Review
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Executive Benefits
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Alternative Investments
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Key Performance Indicators
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Income Tax Planning
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Charitable Giving
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Education Planning
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Financial Planning Process
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Estate Planning
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Cash Flow Management
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Business Valuation
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Employment Law
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Forecasting & KPIs
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Intellectual Property Rights
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Mergers & Acquisitions
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Debt Financing
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Capital Formation
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Risk Management
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Foundations
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Business Structures
"Money cannot buy peace of mind. It cannot heal ruptured relationships, or build meaning into a life that has none." - Richard M. DeVos
"The real measure of your wealth is how much you’d be worth if you lost all your money." - Unknown