My friend and colleague, Michael Palumbos of Family Wealth & Legacy, LLC, has founded the Upstate NY Family Business Group. The inaugural Upstate New York Family Business Day Symposium will take place September 24, 2019 in the greater Rochester, NY area.

I’ll be giving an opening keynote entitled “Cracking the Family Business Code” in which I’ll address the opportunities and challenges of combining family and business.

In addition, I will present my Metallica documentary-based session “What Your Family Business Can Learn from Metallica” in the afternoon, which is consistently my most highly rated session.  It uses video clips from the documentary “Some Kind of Monster” to demonstrate what can go well AND what can go wrong within family businesses, and when these businesses engage with their professional advisors.

Michael Palumbos will also be presenting along with my colleague Cathy Carroll. Click here for full agenda and details.

If you know business families or advisors in this region, please share this announcement with them.

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