Passing the Torch: Aligning Ownership, Legacy, and Transition Strategies
November 13 @ 8:00 am - 11:00 am
In partnership with the CWRU Weatherhead Center for Family Business Glenmede Private Wealth invites you to Passing the Torch: Aligning Ownership, Legacy, and Transition Strategies
Thursday, November 13th
8:00 a.m. – 11:00 a.m.
Michael Angelo’s Winery
5515 Broadview Road in Richfield
Gather with Glenmede and the Center an insightful discussion answering the for Family Business for an insightful discussion answering these critical questions
- How to transition ownership over time without immediately giving up control?
- How can families align personal values and goals with their business’s long-term vision?
- How do current tax and legislative trends influence succession planning and transfer of ownership strategies?
- What are effective strategies for equitably distributing wealth among family members when only some are active in the business?
Speakers
Mark Parthemer, JD, AEP, ACTEC Fellow
Chief Wealth Strategist, Glenmede
Mary-Noelle Rasi
Wealth Planner, Managing Director, Glenmede
Jennifer Marriott
Chief Executive Officer, Redmond Waltz Electric
Akron NTMA members and their families are invited to attend for FREE. Please email Laura Bonnet at lxb485@case.edu.
Kindly RSVP by Friday, November 7 to jack.casler@glenmede.com