Each generation of ownership brings new complexity, new voices, and new expectations. The families that navigate it well are often the ones who took time to update the rules along the way.

Join FBCG President and CEO, Kristi Daeda, and consultants Robert DeAngelis and Amy Wirtz for a practical conversation on the ownership agreements that keep families aligned and how to know when it’s time to update them.

In this webinar, you’ll learn:

  • How ownership documents evolve from a founder’s handshake to a comprehensive shareholder agreement and why that evolution matters
  • The key questions every ownership group must answer about roles, rights, decision-making, and distributions
  • How to recognize when your current agreements no longer fit your family’s complexity
  • Practical first steps for reviewing and strengthening your ownership documents at any stage

This one-hour webinar includes 15 minutes of open Q&A.

Can’t make it live? All registrants will receive a link to the recording.