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Ownership in the Family Firm: Roles and Responsibilities

Tuesday, September 15, 2026 12:00pm to 1:30pm EDT

This masterclass introduces the core responsibilities of family firm ownership. Participants will examine the importance of articulating a shared purpose; defining a clear, compelling ownership vision; and creating explicit goals for growth, liquidity, and control. The course examines how ownership priorities influence strategy, capital allocation, governance structures, and leadership selection over time.

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