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.