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- No cost to attend<\/em><\/li>\n
- Opportunity for questions and feedback<\/em><\/li>\n
- Family business education <\/em><\/li>\n
- 60 minutes \u2014 maximum value for time<\/em><\/li>\n<\/ul>\n
For more than two centuries, BNY Mellon Wealth Management has helped families build, manage and preserve their wealth. Our specialized teams have the tools, knowledge and experience to develop comprehensive solutions for our business owner clients that address each client\u2019s personal financial objectives and family dynamics, as well as issues specific to his or her business. For business owners considering a family office, our dedicated Family Office team brings more than 50 years of experience providing solutions and strategic insights to help family offices grow and preserve wealth across generations.<\/p>\n
[\/et_pb_text][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
If you are wondering about the value of your family-owned business this is a must-watch webinar. During this 45-minute webinar, by Family Enterprise USA, you will be able to ask questions and get the answers critical to your future planning.<\/p>\n
This important webinar will include:<\/strong><\/p>\n
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- 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=”1_3,1_3,1_3″ _builder_version=”4.18.0″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” link_option_url=”https:\/\/us02web.zoom.us\/webinar\/register\/3816595657482\/WN_SbKaWxKGT9OeXz_W272FVA” link_option_url_new_window=”on” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/familyenterpriseusa.com\/wp-content\/uploads\/2022\/08\/Pat-Soldano-bod.jpg” title_text=”Pat-Soldano-bod” url=”https:\/\/us02web.zoom.us\/webinar\/register\/3816595657482\/WN_SbKaWxKGT9OeXz_W272FVA” url_new_window=”on” align=”center” _builder_version=”4.18.0″ _module_preset=”default” width=”50%” global_colors_info=”{}”][\/et_pb_image][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” link_option_url=”https:\/\/us02web.zoom.us\/webinar\/register\/3816595657482\/WN_SbKaWxKGT9OeXz_W272FVA” link_option_url_new_window=”on” global_colors_info=”{}”]<\/p>\n
Patricia Soldano<\/strong>
President & Chairman<\/em>
Family Enterprise USA<\/p>\n[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/familyenterpriseusa.com\/wp-content\/uploads\/2022\/10\/Ben-McGloin.jpg” title_text=”Ben-McGloin” url=”https:\/\/us02web.zoom.us\/webinar\/register\/3816595657482\/WN_SbKaWxKGT9OeXz_W272FVA” url_new_window=”on” align=”center” _builder_version=”4.18.0″ _module_preset=”default” width=”75%” global_colors_info=”{}”][\/et_pb_image][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” link_option_url=”https:\/\/us02web.zoom.us\/webinar\/register\/3816595657482\/WN_SbKaWxKGT9OeXz_W272FVA” link_option_url_new_window=”on” global_colors_info=”{}”]<\/p>\n
Ben McGloin, CFA<\/strong>
Head of Advice, Planning and Fiduciary Services<\/em>
BNY Mellon Wealth Management<\/p>\n[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/familyenterpriseusa.com\/wp-content\/uploads\/2022\/10\/Ryan-Szczepanik.jpg” title_text=”Ryan-Szczepanik” align=”center” _builder_version=”4.18.0″ _module_preset=”default” width=”50%” global_colors_info=”{}”][\/et_pb_image][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” global_colors_info=”{}”]<\/p>\n
Ryan Szczepanik<\/strong>
Senior Wealth Strategist<\/em>
BNY Mellon Wealth Management<\/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_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\/3816595657482\/WN_SbKaWxKGT9OeXz_W272FVA” 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_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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- Opportunity for questions and feedback<\/em><\/li>\n