Award-winning international speaker and Globe and Mail bestselling author Dr. Tom Deans knows from experience that the smoothest road to family wealth wisdom is through honest conversation. Willing Wisdom came from his own extraordinary family experience.
As president of his family-owned multi-national corporation for almost a decade, Tom knows about family business relationships. Three generations of his family have successfully sold their businesses for a combined value exceeding $100 million.
Tom is a recognized thought leader on the subject of intergenerational wealth transfer and has been featured in numerous magazines and journals including Money Sense, Profit, The New York Times, and Investment Executive.
Pre-conference Seminar
(separate RSVP Required – contact Shiloh London at slondon@cagrocers.com)
Sunday, September 24, 2017
Are You Planning for Tomorrow, Today?
Steps to Create a Viable Succession Plan for Your Business
In partnership with Moss Adams
Successful family business leaders must have a strong focus on growth in today’s competitive global market. But as owners, how do you ensure that your hard-earned growth survives the transition to the next generation? The purpose of the seminar is to provide guests with valuable guidance on the transfer of family wealth and planning their estate with wisdom and forethought.
A new financial sub-discipline of “inheritance planning” is emerging as the last step of retirement planning for Baby Boomers. The owners of family and closely held businesses face their own unique challenges including succession planning and handling family dynamics in the workplace. How can wealth be transferred successfully without destroying the recipient and the wealth itself?
It is a question for the times, as the greatest generation of wealth creators move toward death in record numbers.
In this seminar, Dr. Tom Deans discusses the 7 questions you need to ask to guide the giving decisions you make in your Will. The answers to these questions will help you determine whether your gifts will release potential or destroy it for your beneficiaries. In a busy world where conversations about life, death, and wealth are often avoided, Dr. Tom Deans will confidently guide attendees in a brave new direction.
On hand to guide participants through a processing for beginning and/or moving forward with their succession/exit plan is Sid Tobiasan, Senior Tax Advisor, Moss Adams. Sid’s presentation will cover:
- Governance,
- Senior Management and Board of Directors Key Steps,
- Funding The Exit, and
- Taxes, Agreements, and Documentation
