Wealth Legacy Planning
How do I divide company shares?
When should I give profits to my kids?
How do I have conversations about inheritance and ownership with my children?
Wealth leadership for both organizations and families is about more than building profits. It’s about ensuring those profits create stability and opportunity for future generations. That means making intentional decisions about transferring wealth, protecting assets, and aligning values with goals.
Robert Han will share the principles he uses when advising founders and owners on personal wealth decisions. Rober Han draws on 30+ years as CFO, COO. Currently a partner with Two Miles, Mr. Han has been an advisor to global companies from Boeing to Microsoft to mid-sized businesses and nonprofits.
Mastermind Objectives
✅ Strengthen long-term financial strategy
✅ Prepare for succession & legacy
✅ Align finances with organizational, individual and family goals
Seats are limited. This is designed for CEO, peer-level confidential discussion
Agenda
17:30-17:45 Welcome & Intructions
17:45-18:30 Mastermind
18:30-19:00 Discussison & Networking
About Robert Han
Robert Han currently serves as Partner at TwoMile, where he advises CEOs and owners on financial leadership, strategic planning, and cross-cultural business challenges. Robert began his career in consulting, specializing in corporate turnarounds, and went on to hold senior executive roles as CFO and COO across industries including manufacturing, distribution, technology, software (SaaS), and professional services. He has advised and led companies ranging from mid-sized firms to global giants such as Boeing, Airbus, Google, and Microsoft.
His expertise includes:
Mergers & Acquisitions (M&A)
Operations - ERP and process optimization in manufacturing and distribution.
Governance - Developing board-level KPI dashboards
Capital Management: Oversight of $100M+ asset-based credit lines
In addition to his corporate work, Robert has contributed extensively to the nonprofit sector. His principles for individual wealth management are rooted in his faith commimtments, providing a unique blend of technical expertise and values-driven leadership. Robert holds a B.S. in Business Administration (Accounting) from California State University, Long Beach.
Individual Wealth Legacy Consultations
Robert Han is available for a limited number of individual consultations on October 22. Please contact the organizers regarding the details if you are interested.