FOX Public Webinar:
Agile Generation Succession – Maximizing the opportunities and minimizing the challenges

January 30, 2019 - 10:00 a.m. to 11:00 a.m. CST

Successful transitions between generations is a key differentiator in families that out-perform the shirtsleeves to shirtsleeves proverb. Effective generation succession doesn’t happen by accident, nor is it accomplished through the efforts of a single generation.

There are key principles and practices that boost families’ chances for effective succession and there are also a number of typical pitfalls that can be avoided with the help of an experienced guide. In this webinar, we’ll explore best practices for effective generation succession along with tested tools to help families navigate this important task.

This webinar is not eligible for CPE credit.
Thomas Thiegs
Strategic Wealth Coach | Wealth Sustainability, Ascent Private Capital Management of U.S. Bank

Tom brings in-depth training and experience to his role at Ascent, along with his longstanding commitment to transparent, open and honest communication. He has a comprehensive understanding of family dynamics, governance and the rising generation, and specializes in situations with high levels of ambiguity, conflict and complexity. Each are aspects common to multigenerational families of wealth, and he collaborates with every family to develop and implement strategic initiatives for positive change.

Emily Bouchard
Strategic Wealth Coach, Ascent Private Capital Management of U.S. Bank

A specialist in family dynamics, Emily focuses on the emotional impact of wealth on estate and financial planning. Backed by her extensive experience, she fosters better communication and leadership skills to help multigenerational families successfully transition their businesses, assets and values.


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