2026 Summer Symposium & Social

Todd and Kevin’s panel discussion “Succeeding in Business Succession Planning,” will focus on the complexities of transitioning family-owned businesses and preserving multigenerational wealth.

Drawing on their experience advising business owners and multigenerational families, Todd and Kevin will explore best practices for succession planning, including how to navigate family dynamics, structure ownership transfers, and prepare for liquidity needs. Their discussion will highlight the importance of proactive, “certainty planning” approaches that help preserve and grow family wealth, minimize tax exposure, and protect assets from risks such as creditor claims or family disputes, while positioning future generations for long-term stewardship. 

For more information, click here.