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If you have any questions or concerns, please use the contact information provided in this email as this inbox is not monitored for replies.
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Preparing Your Family Business for Next Generation is Focus of New Homrich Berg Webcast, by Family Enterprise USA
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Homrich Berg’s President Thomas M. Carroll and Abbey Flaum, Managing Director, Family Wealth, Discuss Complexities of Estate Planning, Transitioning Businesses with Family Enterprise USA’s President Pat Soldano
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Planning and preparing family businesses for the next generation of leadership is no simple task, according to two leaders at family business and wealth management firm Homrich Berg in a new webcast.
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The webcast, hosted by Family Business USA’s President Pat Soldano, features Atlanta’s Homrich Berg’s Thomas M. Carroll, Principal and President, and Abbey Flaum, Managing Director, Family Wealth Specialist.
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The topics for discussion are the many critical decisions multi-generational family businesses face when looking at the next generation of leaders, and the delicate issue of bringing family members into the business.
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“We see a steady need for our client families to create a gameplan and benchmarks that determine the desires and leadership skills of the next generation of family business leaders,” says Carroll... (continue reading)
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About Homrich Berg
One of the 50 largest registered investment advisor firms in the country, HB was a pioneer when we founded our firm in 1989 with a focus on serving clients with a fiduciary approach. We have grown to serve clients in over 46 states from our home base in metro Atlanta and now have 35 principals and more than 170 employees. We have kept our core values constant and kept our focus on our clients even as we have continued to be a pioneer in using technology and expertise to find new ways to provide great service to our clients. A key part of our success is attracting great people who enjoy our culture and our approach. We have received many awards over the years, but we are most proud of our 98%+ client retention rate*. Community is important to HB, as we give our time and resources to help make a difference.
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Upcoming Events
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April 17: Ohio YPO Event, Toledo, OH
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April 19-21: Family Business Magazine - Transitions Spring, St Petersburg, FL
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April 27-28: Prairie Family Business Center Annual Gala Event, Sioux Falls, SD
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May 3: Family Business Association Annual meeting, Sacramento, CA
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May 10-12: Family Office Club Event, New York, NY
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May 10: High Center Directors, virtual
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Sign-Up For New Podcast: "Voice of Family Business on Capitol Hill" with host Pat Soldano.
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Join our growing family of podcast listeners by clicking on the links below to our new podcast, "The Voice of Family Business on Capitol," where each episode delves into the major issues facing family businesses and family business centers today. Subscribe by clicking on these links, or wherever you get your podcasts.
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We hope you’ve enjoyed this article. While you’re here, we have a small favor to ask…
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As we prepare for what promises to be a pivotal year for America, we’re asking you to consider becoming a supporter.
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The need for fact-based reporting of issues important to multi generational businesses and protecting a lifetime of savings has never been greater. Now more than ever, multi generational businesses and family businesses are under fire. That’s why Policy and Taxation Group is passionately working to increase the awareness of issues important to generationally-owned family businesses built on hard work, while continuing to strengthen our presence on Capitol Hill.
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About Policy and Taxation Group
Policy and Taxation Group is your voice in Washington on economic freedom. We advocate for policies that allow American families to fully enjoy the economic liberties and benefits of a robust free market unique to our nation. For over 25 years, we have been the loudest voice in the nation’s capital on eliminating the death tax. This ill-conceived tax has a destructive impact on families, family businesses, job creation, and the national economy.
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Have questions or would like more information about becoming a Supporter or donating? Please contact John Marino at [email protected], 202-750-0248.
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