Life After Your Transition Event
Operations and Exit Strategy
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04-May-2026
What happens after the deal closes and your life's structure changes?
Join us for the final session in the Preparing for an Exit series, focused on the realities of life after a transition.
While most attention is placed on the transaction itself, the more complex challenge often begins afterward: navigating wealth, family dynamics, and long-term purpose with intention and clarity.
This session will explore what it takes to move from operating a business to managing wealth, and how leaders can thoughtfully design the next chapter of their lives. The conversation will cover defining personal legacy, preparing the next generation for stewardship, and understanding the role philanthropy can play in shaping long-term impact.
YPOers will receive practical guidance on real-world decisions that arise post-exit:
Do you need a family office? How do you select the right wealth manager?
What does it take to build a trusted advisory team that can support your goals over time?
Featured speakers include Richard Roeding, who brings decades of experience leading a multi-billion-dollar family office, and Craig DeLucia, an expert in family office design, governance, and multigenerational strategy. Together, they will share practical insights on structuring life and wealth beyond the exit.
By attending this event, you will:
• Explore how giving can shape purpose and long-term influence.
• Understand the shift from running a business to managing wealth effectively.
• Define your long-term goals, purpose, and legacy beyond financial outcomes.
• Evaluate whether you need a family office and how to assemble an advisory team.
• Learn how to prepare your family for stewardship and navigate evolving dynamics.
Design your next chapter with intention.
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