Turning Business Success into Lasting Family Legacy
Building a successful business is only half the equation—capturing and protecting the wealth you've created requires intentional planning that most business owners postpone until it's too late. Whether you're years away from a liquidity event or considering your options today, the decisions you make now about tax optimization, estate planning, asset protection, and succession strategy will dramatically impact how much wealth actually transfers to your family, retirement accounts, and long-term legacy. The gap between what owners build and what they ultimately keep often comes down to structural decisions made years before a transaction.
This breakfast panel brings together expert advisors who work daily with business owners navigating wealth transfer, retirement planning, and legacy preservation. You'll gain practical frameworks for structuring your assets tax-efficiently, protecting what you've built from unnecessary erosion, and creating a clear succession roadmap—whether that means passing the business to the next generation or maximizing proceeds from an eventual sale. Stop postponing these critical conversations. Join us to learn how the most successful owners are thinking about wealth capture today, not tomorrow.
The Panel will be moderated by:
- Iliya Zogovic, CEO of DBD Investment Bank
and will feature:
- Tyler Gatherum, Wealth Advisor, Bernstein Private Wealth Management
- Ashley Velategui, SVP/Senior National Director, Head of Wealth Strategies, Bernstein Private Wealth Management
- Geoff Germane, Attorney/Shareholder, Tax and Estate Planning Section, Kirton McConkie
Agenda:
8:00–8:15 | Arrival & Networking
8:20–9:15 | Breakfast & Panel
9:15–9:30 | Q&A
9:30–10:30 | Networking