Join champion Tracy Ongena and speaker Gerrie McManus, a trusted financial professional and successful entrepreneur, for an in-depth discussion on how to navigate the nuances of family wealth, tax planning, and the broader financial industry. Building a thriving business is only part of the process; founders and CEOs also need a plan to protect and grow their families' wealth and legacies. In our discussion, we will share some of the pitfalls of not structuring your estate in a timely manner and properly protecting your assets. 

We will explore proven strategies on how to: 
• Efficiently transfer ownership and wealth to future generations.
• Give to philanthropic causes you care about in a tax-efficient manner.
• Design and execute an investment strategy aligned with your goals and needs.
• Prepare early for a major liquidity event to maximize your family's financial outcomes.

We will peel back the layers of the financial industry to help you navigate: 
• Financial service providers: broker/dealers, banks, RIAs, family offices, multi-family offices, hedge funds.
• Legal and tax service providers: corporate lawyers, trust & estate lawyers, tax lawyers, accountants.

Attendees will walk away with: 
• An understanding of the US financial and legal landscape.
• Practical strategies to build and preserve lasting family wealth.
• A list of must-dos in preparation for a significant liquidity event.
• Guidance on assembling the right team of industry professionals and trusted advisors.