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Succession plans involving a family business can be difficult even under the best of circumstances.
This one is no exception. The Adams family is facing a potentially explosive crisis since the untimely death of Tony Sr., the patriarch and principal owner of the family business. The crisis is fueled by a partially executed succession plan that transferred controlling interest of the business to the widow, not the intended future principals, Tony Sr.'s children. To further complicate matters, the goals of the family and business have changed, and the newly defined business goals and family expectations are not always aligned with each other. Our expert panel of financial practitioners will unravel the goals of the original succession plan, and reveal all the complex issues that have materialized since Tony Sr.'s death.