Dbriefs Webcast

Family businesses: Aligning long-term goals with short-term actions

Private Companies

October 30 | 2 p.m. ET

Host: Bob Rosone, managing director, Deloitte LLP
1 Overview CPE credit | Specialized Knowledge

For many family-owned businesses, a chasm exists between long- and short-term priorities. What are important considerations for bridging that divide to sustain the business and enhance the family legacy? We'll discuss:

  • Insights on how leaders of family-owned companies view ownership, governance, success, and strategy.
  • How family strategy and governance are vital for both the family and the business, and the importance of shareholder alignment and communications.
  • Addressing the priorities of protecting and preserving the family business through wealth transfer, philanthropic, and family office planning.

Participants will examine findings of Deloitte's 2019 family business survey and assess ways to maintain a clear line of sight between long-term aspirations and short-term actions.

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Wolfe Tone

Wolfe Tone

US Deloitte Private Tax Leader

Wolfe is the US Deloitte Private Tax leader and a tax partner in the Chicago office. With over two decades of experience, Wolfe has served a variety of technology, life science, retail, real estate, m... More