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Webinar Playback: Solving the Succession Planning Problem and The Alliance 2012 MFO Study Strategic Marketing Results

Webinar Recording

Rothstein Kass Whitepaper: Solving the Succession Planning Problem

Slide Deck

This next installment of The Alliance webinar series, entitled Continued Conversations, features Rick Flynn of Rothstein Kass and Bob Casey of The Family Wealth Alliance. The webinar will be moderated by Kathleen McBride, and will include a brief introduction from Tom Livergood, both of The Family Wealth Alliance.

Rick Flynn, Principal of Rothstein Kass, will present his brand-new whitepaper, “Solving the Succession Planning Problem,” which explores the tough and often emotionally charged questions that arise in any and every transitional family office situation. He will suggest ways to open the succession discussion with client families, and how to avoid the pitfalls and rise to the challenges with best practices.

Bob Casey, Director of Research for The Family Wealth Alliance, will present on the exciting results of the 9th Annual Multifamily Office Study 2012. He will focus on the Strategic Marketing results of the study, specifically on the perennial challenges multifamily offices face in innovative Business Development and Market Differentiation.


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