Santa Barbara Luncheon Series: Don’t Lose the “End Game!" - Succession & Estate Planning that Survives Through the Next Generation
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DEC
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A Santa Barbara Group Sponsored Event
Lunch and refreshments will be provided.
Many succession and estate plans miss the mark by failing to address the individual, family, and business “qualitative” issues necessary to produce future family harmony and business enterprise longevity. Traditional planning may not provide the adequate structure to allow for family dynamics to be built in for optimal tax efficiency. Do the qualitative and tax efficiency issues collide? The greatest threat to a family’s wealth may not be tax driven. Several non-tax/trust issues should be incorporated into a “living” succession and estate plan for your multigenerational family clients.
George Isaac, a prior Gen 3 family business CEO, Deloitte Consulting Partner, author and consultant, will discuss his nine-step succession planning process from his Amazon #1 new release rated book, Your Business, Your Family, Your Legacy: Building a Multigenerational Family Business That Lasts, and share best practices to implement these critical planning issues into your client planning projects.
George A. Isaac | George Isaac is the founder and President of GAI Capital Ltd. and provides specialized management consulting services limited to family businesses and family offices. Isaac is a prior Gen 3 family business CEO, Deloitte Consulting Partner, and member of fifteen public and private corporate boards. His specialty is in succession and estate planning, family and business governance, family dynamics, and business wealth realization and perpetuation.
Isaac is a frequent speaker at family enterprise conferences and has published over twenty articles on family business matters. His "Amazon's #1 New Release" rated book, Your Business, Your Family, Your Legacy provides a comprehensive guide to creating positive multigenerational family dynamics and family enterprise longevity.
Isaac previously served as the Advisory Board Chair to USC’s Marshall School of Business Family Business Program, is a member of Young Presidents’ Organization (YPO), the CNBC-YPO Chief Executive Network, and a prior International Board Member of Chief Executives Organization (CEO). He is a credentialed Certified Management Consultant (1984) and has an MBA with distinction in Finance and a BS Industrial & Operations Engineering from The University of Michigan.
Additional information is available at www.GeorgeIsaac.com or by contacting him at gisaac@gaicapital.com. Back To Top ^^
Lunch and refreshments will be provided.
Many succession and estate plans miss the mark by failing to address the individual, family, and business “qualitative” issues necessary to produce future family harmony and business enterprise longevity. Traditional planning may not provide the adequate structure to allow for family dynamics to be built in for optimal tax efficiency. Do the qualitative and tax efficiency issues collide? The greatest threat to a family’s wealth may not be tax driven. Several non-tax/trust issues should be incorporated into a “living” succession and estate plan for your multigenerational family clients.
George Isaac, a prior Gen 3 family business CEO, Deloitte Consulting Partner, author and consultant, will discuss his nine-step succession planning process from his Amazon #1 new release rated book, Your Business, Your Family, Your Legacy: Building a Multigenerational Family Business That Lasts, and share best practices to implement these critical planning issues into your client planning projects.
George A. Isaac | George Isaac is the founder and President of GAI Capital Ltd. and provides specialized management consulting services limited to family businesses and family offices. Isaac is a prior Gen 3 family business CEO, Deloitte Consulting Partner, and member of fifteen public and private corporate boards. His specialty is in succession and estate planning, family and business governance, family dynamics, and business wealth realization and perpetuation.Isaac is a frequent speaker at family enterprise conferences and has published over twenty articles on family business matters. His "Amazon's #1 New Release" rated book, Your Business, Your Family, Your Legacy provides a comprehensive guide to creating positive multigenerational family dynamics and family enterprise longevity.
Isaac previously served as the Advisory Board Chair to USC’s Marshall School of Business Family Business Program, is a member of Young Presidents’ Organization (YPO), the CNBC-YPO Chief Executive Network, and a prior International Board Member of Chief Executives Organization (CEO). He is a credentialed Certified Management Consultant (1984) and has an MBA with distinction in Finance and a BS Industrial & Operations Engineering from The University of Michigan.
Additional information is available at www.GeorgeIsaac.com or by contacting him at gisaac@gaicapital.com. Back To Top ^^
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Registration Fees Registration is NOW Closed. |
Payment Information
We accept the following:
If you prefer to pay by check please register online and select "purchase order" as your payment option and enter your last name as the purchase order number.
Mail Check To:
We accept the following:
If you prefer to pay by check please register online and select "purchase order" as your payment option and enter your last name as the purchase order number.
Mail Check To:
CFA Society of Los Angeles, 520 S. Grand Ave, Suite 655, Los Angeles CA 90071.
*Credit card payments will only be accepted through the secure online registration, and not by phone or email.
Cancellations
Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or e-mail info@cfala.org. Member “no-shows” will be billed the difference between the member fee and the non-member fee for the event which is posted on the CFALA website.
Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or e-mail info@cfala.org. Member “no-shows” will be billed the difference between the member fee and the non-member fee for the event which is posted on the CFALA website.
Chairs:
Falko Hörnicke, CFA®, CFP® and George Tharakan, CFA
Falko Hörnicke, CFA®, CFP® and George Tharakan, CFA
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As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 1 credit hours. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary. |
