Defoe Redmount and C4 Solutions Presents

Business Round Table

Managing and Growing a Business While Caring for the Family and its Legacy

Whether you are a founder, next-generation owner-operator, shareholder or trusted adviser of a family business you will be confronted with a complex set of issues specific to both family and family business ownership.

WHO SHOULD ATTEND

  • Founders and 1st generation company owners
  • Next-generation company owner-operators
  • Next-generation company shareholders
  • Board members
  • Trusted advisers

TIMETABLE

  • 4:00 pm - Gathering Meet and Greet
  • 4:10 pm - Roundtable discussions
  • 5:15 pm - Networking, appetizers and refreshments

KEY ROUNDTABLE DISCUSSIONS

  • Defining the legacy and the future of the business
  • Governance and communications
  • Scaling the business while managing growth risks
  • Capital policies
  • Distributions and family liquidity
  • Balancing competing interests
  • Employment policies
  • Succession planning for management and ownership
  • Lifetime income for retired generation
  • Estate and transfer tax
  • Asset and wealth protection
  • Current trends, recent developments, case studies, etc.

LOCATION

  • 23 Corporate Plaza Drive, Suite 280, Newport Beach, CA 92660
  • Fashion Island Area - MacArthur and Pacific Coast Highway
  • Easy and free ground level parking. Walk in to the building atrium, go to 2nd floor, bear left and enter suite 280.

YOU HAVE BEEN INVITED. REGISTER NOW.

By invitation only. Registration required. No investments offered/sold. For information purposes only.