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Passing the Torch - Navigating Financial and Emotional Dynamics of Multi-Generational Business

Family Business 360 - Portland, OR

Family dynamics have a tremendous influence on the succession planning process, directly impacting long-term relationships with family, employees, and other stakeholders. Financial components of succession planning (wills, trusts, buy/sell agreements, etc.) are also built upon the foundation of family dynamics. This breakfast will explore how those involved with succession should take financial and emotional factors into consideration to craft a plan that will succeed. McGee Wealth Management is a family business with three generations of women contributing and offers a unique perspective on succession in women-owned firms.

Presented by:
Linette Dobbins - McGee Wealth Management
Judith McGee - McGee Wealth Management

Thursday, May 10, 2018 at 7:30am to 9:00am

BridgePort BrewPub 1313 NW Marshall Street, Portland, OR 97209

Event Type

Conference or Workshop

Event Topic

Career Development


Community Members






College of Business
Contact Name

Melissa Elmore

Contact Email

Contact Phone


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