Succession Beyond the Transition: Gaining confidence while strengthening leadership and family relationships

The world around us is changing quickly. Economic shifts, technological advances, and evolving global dynamics mean it’s more important than ever to prepare for what lies ahead. Succession is not a singular event—it’s a process that requires thoughtful planning, often years before the moment arrives.

Yet too many leaders are distracted with the here and now, the urgent, but arguably less important, neglecting the bigger picture. This unintentional neglect ultimately leaves their life’s work, the company they have nurtured—and even their family—vulnerable.

Whether you’re 10 years or 2 years away from transition, it’s never too late to start. Maybe, the best time to have started was yesterday—but the next best time is now!

Join us for an in-person executive luncheon to explore succession planning from a holistic, strategic perspective. You’ll hear from two experienced succession experts who’ve helped countless families and businesses navigate these critical transitions and avoid the common pitfalls.