Date: September 22, 2016

Event: Family businesses represent the aspirations and achievements of one or more generations. A major objective for these families is to make sure that their businesses last beyond the typical two generations, while, at the same time, avoiding conflict among family members. 

From succession planning to a potential sale of the business, many families may not recognize the questions they need to be asking. Of those who do understand the questions, most are not fully prepared to answer or address all of them. Successful family businesses thrive for generations when they have both a business strategy and a family strategy in place before a transaction or transition occurs. 

Join us for a discussion of some of the common questions that families and family businesses face, and strategies that enterprising families use to answer those questions in order to protect their families and their wealth. 

Speakers: Linda Davis Taylor, Clifford Swan Investment Counselors, and Gene E. Gregg, Jr. , Hahn & Hahn, LLP

Location: The Huntington Library, Art Collections, and Botanical Gardens

Details: For more information and to RSVP, please contact Jennifer Loesch at (626) 792-2228 or

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