When is the right time to start thinking about your post transition plan and what does it look like?  What impact will the transaction have on your family, your emotions and on your lifestyle? Hear a panel of experts review a case study of a real transaction and discuss the internal and external steps required.  This discussion will include how to handle the transition from wealth creator to wealth manager, and the role of the family trust advisory.

This session runs at the same time as Session B1.