• Conversation Series with Sean O’Dowd, Managing Director and Family Business Advisor at Silvercrest Asset Management Group

  • Sep 10 2021
  • Duración: 15 m
  • Podcast

Conversation Series with Sean O’Dowd, Managing Director and Family Business Advisor at Silvercrest Asset Management Group

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  • Resumen

  • Family businesses are often a family’s largest asset, as well as one of the most important contributors to their wealth creation. Today we are speaking with Sean O’Dowd, Managing Director and Family Business Advisor at Silvercrest Asset Management Group about a number of topics related to family business advisory including:

    • Succession planning
    • Valuation of their business
    • Preparing for a Sale
    • Trust & Estate considerations prior to a sale
    • Creating a family office post-transaction
    • Governance
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