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
Jennifer Stone contributes almost three decades of experience in comprehensive tax preparation and consulting to individuals and families. She serves clients seeking both a tax professional and a trusted advisor. Her clients include venture capitalists, corporate executives, entrepreneurs at every stage of business development, young families new to wealth, and sophisticated families where multi-generational planning is critical.
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”.
Founder
Harmonia Holdings Group LLC
Pallabi Saboo is a seasoned serial entrepreneur with a proven track record of founding, scaling, and successfully exiting multiple ventures. Her expertise spans across executive management, corporate restructuring, technology innovation, M&A, and business policy advocacy. Her exceptional leadership and impact have earned her numerous prestigious accolades, including: • Top 25 Female CEOs • Top 100 Smart CEO • Technical Trailblazer • Federal 100 Most Influential Leaders • The civilian equivalent rank of a Two-Star General • POTUS's Volunteer Service Award.