Legacy in Motion: Succession, Governance, and Wealth Planning for Family-Owned Businesses
Presented By: Andersen / Charles Schwab
Succession planning in a family business is about more than choosing a successor—it’s about preserving legacy, protecting wealth, and navigating the complexities of family dynamics. In this session, family business leaders and advisors share how they approach transition planning, from building governance structures and leadership pipelines to developing wealth strategies that support both the business and the family behind it.
Moderator:
Division Executive
Charles Schwab & Co.
Behzad Mansouri is a Division Executive at Charles Schwab where he helps lead the growth of the firm's UHNW and Institutional client business, across all asset classes. He serves on the Board of a VC Fund and clean energy company, complimenting his background in capital markets and investment management. An alumni of Columbia University and Harvard Business School, he has previously worked for both US and International firms including Merrill Lynch, Barclays Captial, BNY Mellon and Credit Agricole.
Managing Director
Andersen
Brian Ullsperger has over 30 years of experience in the investment consulting industry. He focuses on providing investment consulting and wealth management services to high-net-worth individuals, families, foundations, and endowments.
Before rejoining Andersen in early 2010, Brian was a founding partner of Capital Fiduciary Advisors. Prior to that, Brian was at Charles Schwab. During his career, Brian has provided a wide variety of client services, including private and institutional consulting, wealth management, retirement and estate planning, and insurance planning.
Brian has earned advanced professional certificates from the Investment Management Consultants Association (taught in conjunction with the Wharton School, University of Pennsylvania), the Center for Fiduciary Studies (taught in conjunction with the Joseph Katz School of Business, University of Pittsburgh), and the College of Financial Planning. He is a Certified Investment Management Analyst (CIMA), an Accredited Investment Fiduciary (AIF), an Accredited Asset Management Specialist (AAMS), and a Chartered Mutual Fund Counselor (CMFC).
Brian is a frequent speaker on investment and wealth management topics.
Panelists:
Managing Director
Falcon Affiliates
Josh Hager served as President of his family’s 6th generation manufacturing business for 7 years and currently is a Managing Director at Falcon Affiliates. Falcon operates as a family office backed private equity company that owns and operates B2B services companies. He has seen the sale of businesses from “both sides of the table”.