The Lunch & Learn Webinar Series

As a follow-up to the 2021 Family Business Legacy & Wealth conference, we are hosting a series of Lunch & Learn webinars to allow for further exploration on the topic of wealth strategies for family businesses.

This is a great opportunity to dive deeper into issues such as family business values, managing conflict around wealth and growing wealth outside of the family business. Get practical tips and advice on tax and estate planning, investing in real estate, and more. Sign up for one or all sessions and learn new ideas and strategies from our thought leaders.

Fri, Dec 3, 2021 1:00 PM ET  
Tax Planning for 2022: An Update on Legislation and the Impact on Your Year-End Plan
This session will be a snapshot as to where Congress stands after the October 1 extension and how to prep with four weeks left until the end of the year.
Fri, Dec 10, 2021 1:00 PM ET  
1:00 - 1:30 PM: Generational Differences in Family Philanthropy
This discussion will focus on the differences between generations and how they approach, value, and execute on philanthropy, and how to work through these differences as a family.
1:30 - 2:00 PM: Managing Conflict Around Wealth
Family wealth is often accompanied by conflict. Whether it is intergenerational conflict, disagreements between family branches or a classic desire for independence, the issues and emotions are real. In this session we will help you understand how to dissect the conflict in your family and provide practical, real-world advice for how you can address and resolve it.
Fri, Jan 7, 2022 1:00 PM ET  
2022 Market Outlook

Join us for an update on the financial markets and the economy from Altair Adviser’s Head of Investment Research, David J. Lin. He will address issues of employment, inflation, tax legislation and other key factors shaping the market and economic outlook in 2022.

Wed, Jan 26, 2022 1:00 PM ET  
Will your Growth Strategy Futureproof Your Family Enterprise?
As family enterprise owners, you face unique challenges as you balance your ambition to grow with the effort to build your family legacy. In this session, you will learn actionable strategies to strengthen and optimize your growth plan and experience a demo of the EY 7 Drivers of Growth tool, that helps companies develop a growth plan.


• No cost to attend 

• Opportunity for questions and feedback

• Unbiased third-party family business education 

• All participants can receive a copy of the webinar materials after the event, upon request

• All participants receive Family Business Magazine weekly newsletter, with news, tips and trends that impact your family business. You may, of course, opt out at any time.

• 60 minutes -- maximum value for time