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Event Details
When:
January 9, 2019 8 AM - 10 AM EST
Where:
Location Name
BNY Mellon Wealth Management
Overview
Body
Member Forum Meeting
Networking light breakfast will be served
SOLD OUT
Transitioning to Insiders:
Family Business Planning and Business Continuity
- Transferring ownership to the next generation
- How to balance the politics of ownership
- How best to use estate planning and trust instruments
- Ownership vs. management dynamics
Sponsored and Hosted by ACG NJ Member:
Clare McCoy
Senior Wealth Director
BNY Mellon Wealth Management
BNY Mellon Wealth Management
Presented by:
Andrew Seiken
Family Wealth Strategist
BNY Mellon Wealth Management
Speakers
Hosted by: ACG
Chapter
New Jersey