UPCOMING EVENT
Topic: The Transition of Wealth and the Family Business (Lunch)
Speakers:
Myen Lim, Associate Principal, The Targeted Strategies Group and Jonathan Osten, Partner, PwC Canada
Myen and Jonathan will discuss the importance of advanced planning as it pertains to the successful transition of wealth within the family.
They will also present select tax and insurance issues to consider related to the transition of the family business to the next generation, to key management, or pursuant to a third-party sale.
Date & time: February 25, 2025, 11:45 am start
2024-2025 Meetings
October 29, 2024 (Dinner)
November 26, 2024 (Dinner)
January 28, 2025 (Virtual)
February 25, 2025 (Lunch)
April 1, 2025 (Lunch)
May 6, 2025 (Dinner)
June 3, 2025 (Dinner)
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Acknowledgement
We acknowledge that we work on the traditional and unceded ancestral homelands of the Coast Salish peoples, including the territories of the xʷməθkwəy̓əm (Musqueam), Skwxwú7mesh (Squamish), Stó:lō and Səl̓ílwətaʔ /Selilwitulh (Tsleil-Waututh) Nations