Lunch & Learn Webinar Series: October 15


Family Investing in Real Estate – 2022 and Beyond

Direct investing in today's unpredictable CRE market can be a challenging venture, especially for first time investors and families.  For more than 20 years, our team has been developing a system of best practices to reduce these challenges and help families invest and invest successfully. Join us for a discussion that explores our best practices and why we recommend them to families to help them construct their own successful CRE portfolios.


Getting Out: Why Your Buy/Sell Agreement May Not Say What You Think It Does

Many business owners have guidance in their documents for what to do when an owner dies and their shares need to be sold. But what happens if someone wants to sell while they are still living? Are the terms practical and reasonable? Come join a conversation with Ben Persofsky, Director of the BBH Center for Family Business, on the most common pitfalls and must-know issues that surround transactions in family businesses.


Benefits

• 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


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