How many of us have put our plans on paper, done the estate planning, worked on the transition plan, presented ideas for how to successfully move the company and the family  through generational transition, yet, somehow, still feel stuck?
 
So what are we missing?

Learn from successful case examples the techniques that have worked for families making transitions in both leadership and ownership of wealth.
 
Please join us for this conversation with David Lansky and Mark Green.
 
Generational transfers - whether liquid assets or an operating company or combinations of the two, benefit substantially from being able to see the world through the other persons eyes.   And that vision is severely impacted by one's generational status.  We will be telling stories and examples of how families have gotten "unstuck" when they really saw these generational differences.
 
Generational Qualities influence your values, work habits, styles of communication, and views of family wealth. 
 
Please join us as we look at the personal and social characteristics that distinguish the various generations and discuss how best to incorporate these differences in successful wealth transfer planning. 
 
Lansky and Green will present on the values held by different generations involved in transition and their influences on decision-making, work style and communication.

As well, there will be a focus on solutions  that lead to smooth transitions to determine which values are shared, and how to maximize shared values for a smooth transition. Finally, what are the communication techniques to aid in these difficult yet pivotal conversations.