The Emotional Side of Succession and Estate Planning

Estate planning for the family-business owner encompasses much more than developing tax strategies.  What’s at stake is the survival of the business itself—often the sole source of the family’s wealth.

There is often a forgotten component, that when omitted, can result in a perfectly drafted estate plan that ends up embroiling the survivors in court battles for years.  That factor is the emotional and very personal side of planning for the future of the business and the future of the family.

Without addressing the underlying emotional issues that often reside just below the surface before you focus on the technical aspects of estate planning, your time and money may be wasted and your plan may be doomed.

Our guests today, James Robinson, Partner, Schiff Hardin LLP, and Stephanie Brun de Pontet, Ph.D., an associate of The Family Business Consulting Group, Inc. bring a wealth of first-hand experience helping family business owners address both the psychological and legal aspects of succession and estate planning.

Tune in at 1:00pm on June 17th to learn first-hand how you can ensure a successful transfer of your business and your wealth.

Our guests:

James Robinson

James RobinsonJames R. Robinson focuses his practice on the wealth transfer and business succession planning needs of families and closely-held businesses. He concentrates on estate and gift planning, business succession planning, wealth preservation, sophisticated  tax planning, and charitable giving.

He also provides fiduciary counseling and dispute resolution, and advises tax-exempt organizations on formation and operations.

James is the author and co-author of numerous publications on his area of expertise, including his most recent article, “The Sea Change in Generational Wealth” published in the June, 2010 issue of Private Wealth and Financial Advisor magazines.

He is a graduate of the University of Colorado, received an M.A. from New York University..  James graduated from Emory University School of Law (J.D. with high honors) and was Executive Managing Editor of the Emory Law Journal.  He has been admitted to the bar in Georgia, Florida, Tennessee and the U.S. tax Court.

James R. Robinson, Partner, Schiff Hardin LLP, Atlanta, GA – 404-437-7038  Email: jrobinson@SchiffHardin.com


Stephanie Brun de Pontet, Ph.D.

Stephanie Brun de PontetStephanie Brun de Pontet, an associate of The Family Business Consulting Group, Inc., specializes in advising family enterprises facing important transitions.

Stephanie has extensive experience working with sibling teams, and developing training programs to educate the next generation about stewardship, and other family business best practices.  A recognized expert on the topic of succession, Stephanie frequently collaborates with clients on key aspects of this process, such as establishing succession plans, drafting needed policies and oversight structures, and building a framework for next-generation collaborations.

Stephanie brings a unique combination of knowledge and experience from the fields of management, entrepreneurship, and psychology to her work with family business clients. Prior to coming into the field of family business, Stephanie worked for a number of years as an entrepreneur and an advisor to closely held businesses. She holds a PhD in psychology as well as a Masters in Business Administration (MBA).

In addition to her consulting work, Stephanie is the Executive Editor of the Family Business Advisor and teaches the Family Business Management course at Georgia State University. An active speaker and researcher, Stephanie frequently presents on various topics of “Best Practices” in family business management. In 2008, Stephanie was awarded the Family Firm Institute’s Outstanding Doctoral Dissertation Award for her research on family business succession, and she currently serves on the editorial board of the Family Business Review.

Stephanie has also served on advisory boards for a number of non-profit organizations, and is currently active in her children’s school and the Metro Atlanta Chamber of Commerce. While living in Canada, she was a board member of the Montreal chapter of the Canadian Association of Family Enterprise (CAFÉ).

Stephanie moved back to the United States with her husband and two daughters in 2005, and they live in Atlanta, Georgia.

Stephanie Brun de Pontet, Ph.D. email: Brundepontet@efamilybusiness.com 678-773-1675 The Family Business Consulting Group, Inc. · 1220-B Kennestone Circle Marietta GA 30066 Phone 888-421-0110 · Fax 770-425-1776

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