Succession Planning for Investment Managers

March 15, 2021

On March 11, Partners Jon Brose, Scott Sambur, Craig Sklar and Rob Van Grover discuss succession planning considerations for investment managers. During the discussion, the partners address:

  • Why more and more investment managers are starting to do succession planning
  • When managers should begin to consider succession planning and where to start
  • Succession planning options, including selling to a strategic investor and/or selling or transferring equity to employees
  • Corporate, regulatory, tax and estate planning considerations under various structures
  • And more

To listen to the webinar playback, please click here.