- \n
- Discussion of minority vs. enterprise values for privately-owned businesses, and differences in methodology for each<\/li>\n
- Why business valuation is required when doing complex estate planning for business owners<\/li>\n
- Typical issues raised by IRS for business valuations in gift\/estate tax transactions<\/li>\n
- Issues with doing complex estate planning in anticipation of potential exit event<\/li>\n
- Exit planning process, and the role business valuation plays<\/li>\n<\/ul>\n
Register<\/span>\u00a0Now For This Webinar<\/strong><\/a><\/p>\n
Download Mark E. Lingerfield’s Executive Biography<\/strong><\/a><\/p>\n
[\/et_pb_text][et_pb_text disabled_on=”on|on|on” admin_label=”Credit” _builder_version=”4.17.6″ text_font=”||||||||” text_font_size=”16px” background_size=”initial” background_position=”top_left” background_repeat=”repeat” link_option_url=”https:\/\/www.pathstone.com\/” link_option_url_new_window=”on” border_color_all=”#FFFFFF” border_style_all=”none” disabled=”on” global_colors_info=”{}”]<\/p>\n
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<\/p>\nAbout Pathstone<\/strong>
Pathstone is an independently operated partner-owned advisory firm, offering families, family offices and select nonprofit institutions comprehensive family office services and customized investment advice. Pathstone\u2019s objective is to help clients create, manage and preserve wealth across generations. Pathstone integrates smart innovative programs with its traditional family office services to provide solutions that withstand the test of time.<\/p>\nFor additional information visit https:\/\/www.pathstone.com\/<\/a><\/p>\n
[\/et_pb_text][et_pb_divider disabled_on=”on|on|on” _builder_version=”4.16″ _module_preset=”default” disabled=”on” global_colors_info=”{}”][\/et_pb_divider][et_pb_button button_url=”https:\/\/familyenterpriseusa.com\/2022-annual-family-business-survey\/” button_text=”Do You Have 5 Minutes To Help Your Multi-Generational Business?” button_alignment=”center” disabled_on=”on|on|on” admin_label=”Call to Action Button” _builder_version=”4.16″ _module_preset=”default” custom_button=”on” disabled=”on” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”2_5,3_5″ _builder_version=”4.17.6″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”2_5″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/familyenterpriseusa.com\/wp-content\/uploads\/2022\/10\/Linda-Mack.jpg” title_text=”Linda Mack” _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”3_5″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Content” _builder_version=”4.18.0″ text_font=”||||||||” text_font_size=”16px” background_size=”initial” background_position=”top_left” background_repeat=”repeat” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n
Linda is the Founder and President of Mack International, LLC, the premier boutique firm that specializes in providing retained C-suite executive search and strategic human capital consulting solutions to family office, family investment firm and family enterprise clients on a national and international basis. Clients range from first generation business enterprise owning wealth creators through multi-generational families of six or more generations. Mack International clients also include multi-client family offices and select investment and wealth management firms that serve family office clients.<\/p>\n
Some of the topics discussed include:<\/strong><\/p>\n
- \n
- Key Trends In The Market<\/em><\/li>\n
- Important Requirements And Characteristics For Leaders Of The Future<\/em><\/li>\n
- Challenges Facing Family Offices And Businesses And Their Recruitment Issues<\/em><\/li>\n
- Essential Elements Of A Successful Attraction\/Retention Program<\/em><\/li>\n
- Integral Components Of An Effective Retention Program<\/em><\/li>\n
- Finding The Next Generation Of Leaders<\/em><\/li>\n
- How Has Attracting And Retaining Leadership Talent Changed Over The Past 20 Years<\/em><\/li>\n<\/ul>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_button button_url=”https:\/\/familyenterpriseusa.com\/2022-annual-family-business-survey\/” button_text=”Have Your Voice Heard in Congress. Please Take Action Today!!!” button_alignment=”center” disabled_on=”on|on|on” admin_label=”Call to Action Button” _builder_version=”4.16″ _module_preset=”default” custom_button=”on” disabled=”on” global_colors_info=”{}”][\/et_pb_button][et_pb_divider disabled_on=”on|on|on” _builder_version=”4.17.6″ _module_preset=”default” disabled=”on” global_colors_info=”{}”][\/et_pb_divider][et_pb_text disabled_on=”on|on|on” admin_label=”Content” _builder_version=”4.17.6″ text_font=”||||||||” text_font_size=”16px” background_size=”initial” background_position=”top_left” background_repeat=”repeat” disabled=”on” global_colors_info=”{}”]<\/p>\n
Participants will learn:<\/strong><\/p>\n
- \n
- What is a For Profit Family Office<\/li>\n
- The risks and opportunities of the structure<\/li>\n
- Key benefits and considerations<\/li>\n<\/ul>\n
[\/et_pb_text][et_pb_button button_url=”https:\/\/us02web.zoom.us\/webinar\/register\/8516642468128\/WN_YNUUFsaeTp2IPVPq9Vkk3Q” url_new_window=”on” button_text=”Reserve Your Place” button_alignment=”center” disabled_on=”off|off|off” admin_label=”Call to Action Button” _builder_version=”4.18.0″ _module_preset=”default” custom_button=”on” button_text_size=”30px” global_colors_info=”{}”][\/et_pb_button][et_pb_divider disabled_on=”off|off|off” _builder_version=”4.17.6″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_divider][et_pb_text disabled_on=”on|on|on” admin_label=”Credit” _builder_version=”4.18.0″ text_font=”||||||||” text_font_size=”16px” background_size=”initial” background_position=”top_left” background_repeat=”repeat” link_option_url=”https:\/\/www.pathstone.com\/” link_option_url_new_window=”on” border_color_all=”#FFFFFF” border_style_all=”none” disabled=”on” global_colors_info=”{}”]<\/p>\n
<\/p>\nAbout Pathstone<\/strong>
Pathstone is an independently operated partner-owned advisory firm, offering families, family offices and select nonprofit institutions comprehensive family office services and customized investment advice. Pathstone\u2019s objective is to help clients create, manage and preserve wealth across generations. Pathstone integrates smart innovative programs with its traditional family office services to provide solutions that withstand the test of time.<\/p>\nFor additional information visit https:\/\/www.pathstone.com\/<\/a><\/p>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”FEUSA Statement” _builder_version=”4.17.6″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” link_option_url=”https:\/\/familyenterpriseusa.com\/donate-2\/” global_module=”5910″ global_colors_info=”{}”]<\/p>\n
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- Important Requirements And Characteristics For Leaders Of The Future<\/em><\/li>\n
- Key Trends In The Market<\/em><\/li>\n