Learning Opportunities

Family Ownership: Liquidity, Dividends and Redemptions

May 07, 2019
1:00 PM - 2:00 PM

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Online Webinar

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Please click here to register. You will be re-directed to Go-To-Webinar.

FBN Members: Free
Non-Members: $150

Speakers:
 
Jeff Wickham, Laird Norton Company (Bio)
Jennifer Muntz, Executive Director, FBN-NA (Bio)

Jeff Wickham of the Laird Norton family, facilitated this session at the FBN Family Forum in La Jolla.  It was one of the best sessions!! So it’s “back by popular demand!”

All families must balance the liquidity needs of shareholders and the capital needs of the business especially if the long-term plan is to remain family owned.  We will explore different dividend policies and redemption plans that help families manage this delicate balance.  Important questions will be answered, like how does your family strategy reinforce company culture and business strategy?  How do you set shareholder expectations while keeping family engaged? How do the liquidity methods impact shared philanthropic activities such as a family foundation?

Jeff will share how his family tackles liquidity and what he learned from other family businesses at the La Jolla event.  He will share principles of behavior finance that guide his family’s philosophy.  We will also review the live polling results from the session in La Jolla and conduct live polling during the webinar to share additional insights.