Why do 7 in 10 family business successions fail? How do those who succeed manage to keep their wealth beyond two generations?
The Professional Advisors Council of the Community Foundation of Broward will present a panel discussion covering these issues on Tuesday, September 30.
Lunch begins at 11:30 a.m., and the panel discussion begins promptly at 12:05 p.m.
Gunster attorney James B. Davis is one of the panelists who will be discussing issues, trends and solutions for the successful transition of a family business.
Joining him on the panel is Joan Crain of BNY Mellon Wealth Management and Andy Cagnetta, CEO of Transworld Business Advisors. The panel will be moderated by Kurt Zimmerman, an attorney with Zimmerman & Associates.
Davis leads Gunster’s tax law practice, and is an adjunct professor in the University of Miami School of Law’s LLM curriculum. He is also currently a director of the Professional Advisors Council.
The Community Foundation of Broward is made up of the top legal, wealth management, accounting and insurance professionals to help CFB clients achieve philanthropic goals. For more information about the luncheon, please contact the Community Foundation of Broward at 954-761-9503.
Related:
- Gunster tax practice leader joins faculty at University of Miami law school (Gunster.com, In the News, 8/8/13)
- Gunster’s tax practice leader appointed to charitable giving boards (Gunster.com, In the News, 5/10/13)
