Family Matters Video Series

Our Family Matters Video Series was originally created for attendees of Transitions Fall 2020. They are designed to provide educational information on a variety of multi-generational family business topics. Feel free to browse and view anytime. You can select videos by name, title or category.

Tax Risks After the Election
Vogel Consulting Group
Gifting: Non-Tax Considerations
Tolleson Wealth Management
Protecting Assets Across Generations
EP Wealth Advisors
Tax Legislation Issues for Family Businesses