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Absolut Legacy – In Partner with YPO

Wednesday, May 16, 2018
3:00 pm
- 5:30 pm

Private Event
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Venue

GR Chamber
250 Monore Ave
Grand Rapids, MI 49503 United States
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Absolut Legacy

In Partner with YPO

How Digital Technology is Affecting Family Offices & How Family-Run Businesses are Fit for Growth. PwC will bring their big guns to speak with you in a confidential and intimate boardroom setting to help you start thinking or planning the next stage of your business and personal life.

In this session, we will share insights from our recent findings, and discuss what family businesses need to sustain a profitable and purposeful operation.

Topics will include:

  • Succession planning: Addressing the gap between now and the eventual changing of the guard
  • Strategic planning and diversification: Deciding the direction of the business, and if that includes an exit or acquisition strategy
  • Innovation: How to lead and apply disruption – not just in the family business, but also in the family office.
  • The talent gap: Acquiring talent equipped to help the business thrive in the changing economic landscape.

RSVP:

Email Heather Frank at hfrank@westmiypo.com to RSVP for this event.


Schedule:

3pm – 4:15pm | Presentation

4:15pm – 4:30pm | Q&A

4:30pm – 5:00pm | Cocktail Reception

5:30pm | Dinner


 

Speaker:

Jon Flak | PwC

Jonathan is the leader of PwC’s Family Business Services practice and an assurance partner in PwC’s Nashville office. In his role leading the US family business practice, Jonathan spearheads the strategy, operations, talent development, thought-leadership, and marketing for the sector. He has published several thought leadership pieces on family governance, strategy and succession for families, which have been included in articles in national and international publications. His efforts focus on developing collaborative, trusted and valued relationships with his family business clients, anticipating their needs and creating the right approach to help them achieve their family and business goals.

Jonathan is a lead engagement partner to some of the US’s largest family-owned businesses. In that capacity, he leverages PwC’s extensive global network of partners and works with external advisors (attorneys, family business counselors, trust advisors) as needed to ensure the delivery of innovative solutions to multi-generational family businesses.

His innovative and visionary spirit instills an empathetic mindset in his teams, creating a differentiating client experience. His entrepreneurial drive stems from his experience launching two offices for the US firm (Nashville & Charleston) where he identified and developed high-performing teams, quickly gaining deep client trust and respect.

Jonathan has developed extensive international experience with multi-billion dollar private clients. He started his career in the Carolinas working on large privately-held businesses in the retail, distribution, media, and manufacturing industries.

Jonathan received a BA from Wofford College and is a member of the Tennessee and South Carolina Societies of Certified Public Accountants. Jonathan is also a guest lecturer at the Center for Family Enterprises at the Kellogg School of Management at Northwestern University, Vanderbilt University and the University of Southern California.

Jonathan’s passion for family businesses starts with his own commitment to family. His wife, English, is a pediatric cardiologist at Vanderbilt Children’s and have three girls Laney, Sadie, and Clara.

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