Upcoming Webinars

If your principal died last night without a funeral plan, what would you be doing today? Jeff Lambert, former family office executive, will walk through a case study of the planning he co-led for his former G1 principals that spanned nearly nine years. This planning and effective execution led to very grateful family members at a time of deep personal loss.

At root, all PPI members do similar work: we assess, recommend, and serve flourishing family enterprises.  How do we assess the strengths, weaknesses, and gaps in a complex family enterprise?  The older generation and owners may be losing sleep as they assess the capacity of the next generation.  They do not have a validated process to assess and recommend next steps.  Also, many Next Gen leaders (family and non-family) do not know how to demonstrate their capacity.  Those two problems often prevent decision-making about succession, strategic planning, compensation, and governance.  In this session, you'll learn about a validated digital 360 assessment process that many PPI members may be interested in using immediately. 

For over 30 years, Elizabeth has worked with families and family-owned businesses to navigate the complex dynamics that are part of every family’s wealth transition to next-generation owners. Join Elizabeth to learn about the people first approach and walk through the six crucial ingredients that make up the foundation of a great business transition journey.