Diversifying Wealth Beyond the Operating Business Moderated by Bill Shannon and Jason Laurie, Altair

While it requires patience and foresight, there are multiple benefits to diversifying family holdings beyond the core business. Doing so leaves the family less exposed to the volatility of any single entity or industry, decreases reliance on the operating company as a source for distributions and provides additional ways for family members to be engaged in shared ownership. In this session, we’ll share examples of families who have utilized an “enterprise” approach to create long-term wealth stability.