Preparing Your Family For The Liquidity Event
Presented By: Alex.Brown
When you’re planning a liquidity event, knowing what to do with the proceeds requires a concrete plan to ensure you and your family’s future is secure. Join C-Suite executives, wealth managers, and M&A advisors as they share best practices and how to prepare for the transaction and eventual transition.
Following a 40-minute panel discussion you will have the opportunity to meet the speakers and ask questions during a 20-minute video Q&A session.
Managing Director, Investments; Regional Executive
Alex. Brown A Division of Raymond James
Roger manages the Chicago office of Alex. Brown and has over 20 years of experience working with families of significant wealth. As a Wealth Management Specialist, he focuses on the needs specific to business owners going through a liquidity event. Strengths include presale planning, assembling your professional team, asset protection, investment management, family office services, philanthropy and building your legacy.
The Solomon Group LLC
Robert Johnson is the Managing Partner of the Solomon Group, a social enterprise management consulting company and the co-founder of The Collective, a social impact business incubator that raises capital for social enterprises.
Co-founder & Managing Partner
Sherman is the co-founder and managing partner of TEN35, a creative company specializing in transforming brands through culture. An entrepreneur whose work and thought leadership has created award-winning campaigns for global brands including Pepsi, Coca-Cola, Nike, Disney, Molson Coors, Polaris, Verizon, Nissan and NBC Universal. Sherman's accomplishments have been recognized by The New York Times, Inc., Advertising Age, Adweek, Black Enterprise, The Chicago Tribune and Crain’s Chicago Business to name a few.