The Next Generation: Planning the Future

Dr. Fowler started doing mediation with families in business in 1983 when in a client familyhe was working with, the parents had recently died, the excellent estate plan was then active, and thesiblings or cousins were in conflict and did not support the estate plan design. Because of this, Deanshifted his work to make sure that the successor generation had a critical role in the design of the estateplan to support their own vision for the future. Join us to hear some of the lessons learned and get aglimpse into The Family Navigator, a family business assessment tool used to support successful,intergenerational transitions. About Our Speaker: Dean R. Fowler, Ph.D., is recognized as one of the world’s leading family businessadvisors. For forty years he has served hundreds of families-in-businesses and facilitated Forums forFamily Business™ – peer advisory boards. The Family Firm Institute honored him with the prestigiousAward for Interdisciplinary Achievement. He is the author of several books including "Love, Power, andMoney", "Proactive Family Business Successors", and "Family Business Success Factors", and his essaysappear in both editions of "The Wisdom of Wealth." Through his international research, he developedan assessment process - The Family Navigator - completed by the entire family and its advisors tomeasure twelve competencies for successful intergenerational transitions.