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Myths, Mistakes and Concepts of Succession Planning for Family-Owned Businesses
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Sessions Information

  • October 10, 2018
    2:45pm - 3:45pm
    Event: CONNECT 2018
    Session Type: Business Management
    Session Capacity: N/A


    Many myths and concepts surround succession planning for the family-owned business. Some business owners delay or dismiss the process because it seems overwhelming … and continuing family harmony is very important. In this informative and broad-reaching session, well-respected investments financial advisor Jay Harris will share the importance of – and the how-to’s behind – a successful succession plan.
Session Speakers
Harris James M.
Organization: Wells Fargo


James M. Harris, III (Jay) has been providing comprehensive, holistic advice since 1990. His focus is on the private family-held business and the families that run them. Jay has deep knowledge in the area of succession planning for family-held businesses.
Session Fees

Fees information is not available at this time.