Did you know...

Two-thirds of family businesses fail in

transiton of management to children

Fewer than 50% of business owners address

business succession in their estate plans

Life is unpredictable. You have devoted an immense amount of time and energy to build your business.  But if unforseen circumstances arise, do you have a plan in place to transfer everything you've worked so hard for?   Even if you are years away from transitioning or selling your business, life is unpredictable.  So make sure you have the necessary components in place that will allow the transfer to be smooth and successful.

Protect the legacy of your family owned business.

Join us on October 30th to find out:

*What issues to consider that affect the business succession planning process

*Primary strategies that family business owners can put in place to address liquidity, control, ownership, fairness, and other issues affecting family business succession planning.

 

The Commonwealth Institute and Atlantic Trust

are pleased to host the following speakers for this event:

Daryl Allen, Senior Vice President, Atlantic Trust:

Daryl Allen is a Wealth Advisor in Atlantic Trust’s Houston office where he works with clients on fiduciary, estate and other tax matters. Before joining Atlantic Trust, Daryl practiced as an attorney specializing in the areas of probate, guardianship, estate and trust planning and administration. He assisted clients with matters related to moderate and sophisticated estate, gift and generation skipping transfer tax planning techniques.

Linda S. Beerman, Managing Director, Atlantic Trust:

Linda Beerman is Atlantic Trust’s Director of Fiduciary Services and Wealth Strategies. In addition to client estate planning and review of fiduciary accounts, Linda has oversight responsibility for policy and procedures of the Trust Management Committee.

Judith A. Saxe, Esq., Managing Director, Atlantic Trust:

Judith A. Saxe, Esq. is a Managing Director and the Senior Wealth Strategist for Atlantic Trust’s Northeast Region, responsible for working with Relationship Managers and their teams to develop integrated wealth management plans for clients. Judith has 18 years of experience designing sophisticated estate plans for high net worth individuals, corporate executives, closely held business owners and multinationals.