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SUCCESSION PLANNING
" Ensuring Continuity and Sustainability in Family Businesses "
MODERATOR
Jaime Cater
Managing Partner and CEO
EDI Information Structures
SPEAKER
Claire Bailey
Senior Vice President Business Development
National Brokerage Atlantic
SPEAKER
Patricio Navarro
Partner
Inheritance Advisory Group
SPEAKER
Grace Cassab
Asset Allocation Manager
Axios MFO
Topics
1. In succession planning, is the company a product or is it a legacy?
2. Family Governance in estate planning.
3. Family succession or corporate succession?
4. Construction or composition of heritage.
5. Tax considerations.
6. Alternatives to ensure the preservation of the legacy.
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