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Mentorship May Increase Next Gen Engagement in the Family Business

Libby Turner, CEPA™️ |
Emerald GEMs

October 6, 2020—Many successful family businesses use mentorship programs to engage younger generations and overcome some of the challenges associated with inter-generational succession. In addition, effective mentoring may help reinforce a shared vision and company values across generations. Family Legacy Advisor Libby Turner discusses how effective mentoring can help pave the way for a successful business transition to the next generation.

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Episode 12: Preparing Your Family Business for the Next Crisis

Marguerite C. Weese |
Emerald GEMs

July 21, 2020—The unexpected arrival of the COVID-19 pandemic created much disruption for families and businesses alike. Now is the time to ask: What can I do to better prepare my family and our business for the next potential crisis? National Director of Family Legacy Strategies Marguerite Weese discusses the importance of taking the time to equip your family with the tools they need to weather the next storm.

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Selling Your Business: Building the Right Team

Alvina H. Lo and Brian Oard |
My Business
David Iannini_Hawaii Tax.png

Do your clients have the right team in place to help maximize the sale proceeds of net income and estate taxes? William & Henry Associates Chairman, President & CEO David Iannini sat down with Wilmington Trust’s President, Western Region Brian Oard and Chief Wealth Strategist Alvina Lo at the 2019 Hawaii Tax Institute to review what resources you need to help ensure things go smoothly when selling your business, with maximum benefit to you.

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