"Passing theTorch Without Breaking Bonds" Lunch & Learn Event

Description

Legal documents alone can’t protect what matters most—your family relationships. For family-owned businesses, the transition from one generation to the next often brings unspoken tension, misaligned expectations, and emotional challenges that can derail even the best-laid succession plans.

In this 90-minute Lunch & Learn, participants will explore how the Inheriting Wisdom approach helps families successfully navigate generational transitions while preserving trust, clarity, and connection. Developed by Dr. Jamie Weiner, this proven framework addresses the often-missing human side of succession planning—family dynamics, leadership readiness, and authentic communication.

Learn practical tools you can use to navigate generational transitions:

• Articulate what is important to family members and what influences their decision making
• Addressing jealousy, greed, and power struggles before they derail plans
• Recognize triggers within the family before they interfere with the human and business interests of the family