THE CENTER FOR FAMILY BUSINESS
We are proud to announce our CFB:
"Sponsor of the Month"
Daniel M. Smith & Associates
Since 1978, Daniel M. Smith & Associates has been helping individuals, families and businesses guard against some key perils in life:
* Estate Planning to maximize the orderly transfer of assets to the next generation in a tax efficient manner.
* Business Succession Planning to help protect the future of the Family Business.
* Retirement Planning so that we do not outlive our income.
* Long Term Care Planning so that unforeseen illnesses or injuries do not adverselyinpact our Financial Plan.
*Special Care Planning for families with Special Needs.
Our experienced staff and strategic relationships pledge our knowledge, our resources and our dedication to integrity in all that we do.
For more information, please visit his website: www.danielmsmithandassociates.com
Benefits of Membership
- Education for family members, key employees and advisors through a series of conferences, workshops and panel discussions throughout the year.
- Networking with other owners/members of family businesses and with leading authorities on the subject of family-owned businesses.
- Confidential small group forums (Management CEO/COO Forum, Women’s Forum, Seniors’ Forum and Successors’ Forum) where family business members provide one another with objective, honest feedback directed toward the common goals of success and continuity of both families and businesses.
- Video recordings of our rich and varied past programs which members may borrow.
- Books and DVD's from the Center’s library of Family Business publications.
- Family Equity, our online newsletter, offering articles on succession, ownership, family relationships and business management issues.
- Referrals to skilled family business consultants and other professionals.