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Session B

Professionalizing Your Business & Wealth Planning in Advance of the Liquidity Event

Presented By: Clark Shaefer Hackett & Morgan Stanley

When planning your liquidity event and potential exit strategy, it’s imperative to think not just about maximizing and preserving the wealth created, but also what’s next. Hear from a group of entrepreneurs and advisors about how to create purpose and make an impact after taking money off the table.

Moderator:

Bart Bucci
Managing Director, Wealth Management
Morgan Stanley Private Wealth Management

Bart oversees all aspects of The Bucci Group at Morgan Stanley Private Wealth Management; focusing on investment strategies and complex estate planning strategies for uniquely successful families. He has over 25 years of wealth management experience specializing in pre-liquidity planning and post-deal wealth management issues.
The Bucci Group is the only Private Wealth Management team for Morgan Stanley in the state of Ohio. PWM is a boutique group of 250 teams within Morgan Stanley dedicated to working with ultra-high net worth clients.

Panelests:

R. Louis Schneeberger
Executive Chairman
Proformex

Professional board member and mergers & acquisition consultant