Event to provide practical insights on succession, liquidity, and legacy planning
MORRISTOWN, N.J.–(BUSINESS WIRE)–#HNWI–Premier Path Wealth Partners will host a seminar on Tuesday, September 30, for business owners preparing for succession, liquidity events, or generational wealth transfer. The event will take place at The Park Avenue Club in Florham Park, New Jersey, from 5:30 to 8:00 p.m.
The program, “From Founder to Future: Navigating the Transition of Your Business with Purpose and Precision,” will feature experts in financial, strategic, and psychological aspects of transition planning.
Attendees will hear practical strategies for aligning business, family, and personal goals during transitions. The panel will cover financial considerations, family dynamics, leadership identity shifts, and legacy planning. Register to attend this event here.
Featured Speakers:
- Scott Mashuda – M&A strategist with 20+ years of deal-making experience
- Dr. Richard Orlando – Legacy consultant specializing in multigenerational planning and family dynamics
- Dr. Marc Celentana – Consulting psychologist focused on leadership development and organizational growth
- Micheal Lehman – CEO of Premier Path Wealth Partners; experienced in guiding entrepreneurs through complex transitions
“This seminar is designed to give business owners tools and perspective for one of the most important decisions of their lives,” said Michael Lehman, CEO of Premier Path Wealth Partners. “Successful transitions require both sound financial planning and thoughtful personal preparation.”
Event Details:
- Date: Tuesday, September 30
- Time: 5:30 – 8:00 p.m. ET (networking reception followed by panel)
- Location: The Park Avenue Club, 184 Park Avenue, Florham Park, New Jersey 07932
- Audience: High-net-worth and Ultra-high-net-worth Business owners
- Register: To reserve your seat, please email us at [email protected] with your full name and company name.
Media Attendance:
Members of the business and financial press are invited to attend. To request an invitation, contact Amiee Watts, Watts PR Group, at [email protected] or 973-615-1683.
About Premier Path Wealth Partners
Premier Path Wealth Partners is the premier wealth management firm and a trusted advisor to families of multi-generational wealth, successful senior executives, and driven entrepreneurs. The firm is an independent, partner-owned, highly-experienced advisory that helps clients navigate the challenges of wealth preservation and growth in a dynamic economic environment. Based in Madison, New Jersey, the firm operates as a registered investment advisor (RIA). Learn more about Premier Path Wealth Partners at premierpath.com.
Contacts
Amiee Watts
Watts PR Group
[email protected] or 973-615-1683
