Succession isn't just about transferring wealth — it's about building the legal and financial infrastructure that allows a family enterprise to thrive across generations. Join Tannis Dawson (TD Wealth) and Steven J. Kohn (MLT Aikins LLP) for a candid conversation on how families can design governance structures, financial plans, and legal frameworks that support both continuity and longevity.

Tannis and Steven will share practical insights on aligning family values with formal structures, navigating the tension between flexibility and control, and avoiding common pitfalls that derail succession planning. Whether you're early in your planning journey or refining an existing structure, this session will offer actionable strategies to help your family enterprise endure for the long term.