Join us for a 60-minute webinar exploring the political and economic landscape and the latest trends in investment banking, wealth management, and legal advisory services impacting today’s business owners.
Succession planning involves more than just passing the baton—it requires thoughtful strategy, trusted advisors, and a coordinated team with deep experience tailored to your unique goals.
Our panel of seasoned professionals will share insights and practical guidance on navigating succession from multiple perspectives, including legal, investment banking, and wealth planning.
Speakers:
Ambassador Robert Sherman - Senior Counsel at Greenberg Traurig
Phil Daniels - President, Indiana at ArkMalibu
Nicole Jackson Leslie - Senior Wealth Planner at Brown Brothers Harriman
Jonathan Bell - Shareholder at Greenberg Traurig
Hosted and Moderated by: Chris Robichaud - President at ArkMalibu