There is a big difference between – on the one hand – owning stock in a private company that is worth a great deal and – on the other hand – having a great deal of money you can actually spend.

On any number of occasions in the lifecycle of a family business, it would be best for all involved if one or more family members could convert their ownership interest into something more liquid.  Sometimes it is to finance succession in the business and buy-out an older family member; sometimes it is just for personal reasons so a family member can diversify their own wealth.

In any event, there are a variety of tools and tricks that family businesses have used over the years to create liquidity to achieve just these goals.  On Tuesday, June 6, 2017 at 7:30am, Davis Wright Tremaine will host David Levine of Prudential Capital Group and Hugh Campbell of Cascadia Capital to discuss these various methods and respond to questions about the pros and cons of each.

For questions and information about registration, please contact Tara de Borja.