Broker Check
18 Dec
Enhancing Agility & Growth in Family Businesses: The Role of Independent Advisors

Description

The panel aims to enhance understanding of the value and process of integrating independent advisors in family businesses by drawing from real-world experiences and expertise. It seeks to provide participants with actionable insights. Additionally, the panel encourages the adoption of best practices in family business governance.

Learning Objectives:

  • Challenges in Integrating Independent Advisors: Examination of common barriers to incorporating independent advisors in family business boards and strategies to overcome them. 
  • Benefits of Independent Advisors: Insights from both family business owners and advisors on the tangible benefits that independent advisors bring, including enhancing governance, aiding in strategy formulation, and navigating complex family dynamics. 
  • Case Studies: Real-life examples from the panelists highlighting the successful integration of independent advisors and the impact on business growth and family dynamics. 
  • Future Outlook and Recommendations: Forward-looking perspectives on the growing importance of independent advice in family businesses, with practical recommendations for family businesses at different stages of considering or integrating independent advisors. 

About the Presenters:

Hear from a panel of industry experts Gray Wirth, Sam Yadav, Nate Clemmer, Rajat Kapur, Bill Schutt, and Doug Fastuca, moderated by Jeff Vlasic.

 

Date and Time

Wed, Dec 18, 2024

7:30a - 9:45a EST

Location

The Inn at Villanova University

801 County Line Road
Radnor , PA 19087

Note

Cost: $60 per person – Business owners can bring two additional participants (family members and/or key employees for free). EPI Hours: 2

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PT2H15M

Event Registration

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