DEVELOPING WEALTH STRATEGIES FOR THE FAMILY AND THE BUSINESS.

• Position: Family Business: GENERATIONAL WEALTH

FEBRUARY 7-9, 2018 * HOTEL COLONNADE CORAL GABLES * MIAMI, FL

Family Business Generational Wealth 2018, now in its second year, is the only wealth management conference for operating family businesses and enterprises.

Family Business Generational Wealth, from Family Business Magazine, is a different kind of wealth management conference, created by families for families, focused on real-world solutions to wealth management across generations, presented by family business executives and shareholders themselves.

This conference is ideal for:

* Family business CEOs/Chairs/CFOs * Family office leaders

* Family business shareholders . Family council leaders and

* Family trust directors and members executives

Among the topics to be covered at Family Business Generational Wealth 2018:

* What do you want your family business's wealth legacy to be?

* A deep dive Into trusts

* Ownership transferfrom one generation to the next: How to finance it and how to make it work.

* Raising kids and living with wealth

* Building liquidity without selling the company

* Family offices as investors

Breakout sessions on:

* Philanthropy * Foundations * Family offices

* Investing In family businesses * How to be a great trustee

PRELIMINARY PROGRAM

WEDNESDAY, SEPTEMBER 21,2016

3 p.m. Registration Opens

5 p.m. Opening Session: Creating Your Family Business Wealth Legacy

Examining wealth within the context of your family's values and vision will help you find the right balance between preservation and growth -between risk and security for the future. This session will explore ways to structurally ensure the culture without inhibiting future generations' ability to find fulfillment and forge their own paths.

Speaker: Bill Yoh, Chairman, Yoh, A Day & Zimmerman Company

6:15 p.m. Keynote Interview

Speakers: Nannette de Gaspe Beaublen, Vice Chair, and Pierre de Gaspe Beaubien, President and Chairman, T Corp

7 p.m. Welcome Reception and Dinner

THURSDAY, FEBRUARY 8, 2018

7:30-8:30 a.m. Breakfast

8:30-9:45 a.m. Transferring Ownership to the Next Generation

Multiple decisions are required in order to pass business ownership to the next generation. Should family members own shares directly, or should the enterprise go into a trust? When will both the older and younger generation be ready for the transfer? How formal, and how transparent, should the process be? What are the tax implications? If you don't have a solid transition plan, this session is the place to start.

Speakers...