Events
Family-Owned Business Summit
On February 13, Partner Michael Clear will be presenting at the Family-Owned Business Summit in St. Petersburg, Florida. Michael will be presenting on a panel titled “Wealth Preservation Across Generations: Building the Right Structures and Setting the Right Intentions.”
As family enterprises grow, so do the complexities of protecting and passing on wealth. From estate planning and tax mitigation to structuring trusts and gaining consensus around charitable giving, this session will explore what it takes to preserve assets—and family harmony—across generations. Michael will unpack real-world strategies for building structures that last, including how to balance family trustees with corporate oversight, when to use foundations or donor-advised funds, and how to align wealth planning with family values and legacy goals. Whether you’re planning for liquidity events or navigating second and third-generation transitions, this session will help you avoid common pitfalls and create clarity that benefits both the balance sheet and the family dynamic.
For more information and how to register, click here.
