Family Business Breakfast Series: Money. Your Family. Your Business.

Friday, February 3, 7:30 AM

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This breakfast workshop for family business owners will discuss the ways in which your financial background influences the way your family wealth and business are passed to the next generation. A multidisciplinary panel of experienced professionals from the fields of finance, law, psychology and human resources will engage in a lively discussion aimed to present the best strategies to be considered for transition planning.

The panel will consist of:

  • Margaret Cronin - Leonard, Street and Deinard, Professional Association
    Attorney representing families of wealth, closely held businesses, private charitable foundations and entrepreneurs, focusing on estate and charitable planning, cabin succession planning and managing enterprise growth, from formation and partnership development to trademarks, branding and succession planning. 
  • John Hughes - Ollum Consulting, LLC
    Family business, leadership and organization development, succession planning.
  • Craig Kleis - Bernstein Global Wealth Management
    Multigenerational planning and wealth management, succession planning, and tax-efficient wealth transfer.
  • Kalli Matsuhashi - Executive Confidante
    Conflict resolution in situations such as succession planning, professional development, business planning and development over time.
  • Mary Ellen Leary - The Mel Group, LLC
    Human resources and organization development consulting

About the Family Business Breakfast Series
This is a Family Business Center member discussion. The event, as part of the Family Business Breakfast Series, is a feature of Core Membership. Core Members can bring their whole family to each session, all for one low price (one year of membership is $400). However, family business owners from the general public may attend one event free of charge.

Event Details:
Friday, February 3, 7:30 AM

University of St. Thomas
Opus College of Business
1000 LaSalle Ave
Room TBD
Minneapolis, MN 55403

Register now »