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RESOURCES
Family Business Webinars
Webinars 2026
Implementation Road Map – From Strategy to Action
Watch the replay: Interchange guides you through a 12-month liquidity implementation road map, including advisor coordination tips and common pitfalls to avoid.
Oct 13
Structuring Liquidity – Scaling Business & Family Office in Parallel - Series 3
If you were unable to attend the live session of Part Three: Growth Architecture – Scaling Business & Family Office in Parallel from our Thoughtful Liquidity for Family Businesses webinar series, the replay is now available.
Aug 10
Structuring Liquidity – Architecture That Serves Multiple Goals - Series 2
Watch the replay: Interchange shows you how to structure liquidity that serves family needs, business growth, and long-term wealth from one coordinated plan.
Jun 30
Structuring Liquidity – Liquidity Timing & Options for Family Businesses - Series 1
If you were unable to attend the live session of Part One: Liquidity Timing and Options – Reading the Right Signals from our Thoughtful Liquidity for Family Businesses webinar series, we are pleased to offer you the replay.
In this session, we examined the critical signals that indicate the right time to pursue liquidity for your family business and the range of options available.
Apr 21
Webinars 2025
Influence Without Authority — The Four Pillars of Control - Series 4
Influence doesn’t always come from the top title. In family businesses, many next-generation leaders begin shaping decisions, guiding resources, and building trust long before they officially take the reins.
Sep 24, 2025
Transition Strategies — The Art of Letting Go - Series 3
When it’s time to step back from running your family business, how do you actually do it without risking the future of the company or family trust?
In this replay of our third webinar with Family Business Magazine, we take a look at transitioning control.
Aug 11, 2025
Governance Frameworks — Creating Systems for Shared Control - Series 2
Generational transitions in family businesses bring both opportunities and complexities. This webinar, part two of our series with Family Business Magazine, explores ownership transfers and the challenges that often surface when business and family priorities intersect.
Jul 2, 2025
The Psychology of Control — Balancing Power and Engagement - Series 1
This session explored how concentrated control can affect both the performance of the business and the relationships within the family, and shared steps to address these issues before they escalate.
May 8, 2025
Webinars 2024
Generational Transition: Risks and Rewards – Series 4
Learn how to navigate life after a generational transition in your family business. Explore financial strategies, priorities, and long-term
Nov 19, 2024
Generational Transition: Risks and Rewards – Series 3
Missed our live webinar with Family Business Magazine? You can still catch the replay where we discuss strategies for navigating the complex
Oct 2, 2024
Lifecycle of a Generational Transition: The Risks and Rewards of Getting it Right - Series 2
Watch the replay of our exclusive webinar with Family Business Magazine as we explore generational transitions in family businesses. In this second installment, we review practical tools and strategies for aligning family values, vision, and communication during transitions. This webinar covers: Family Values & Vision: Crafting a shared perspective on family goals. Communication: Techniques to foster open and honest dialogue. Succession Planning: Best practices for honoring
Sep 4, 2024
Generational Transition: Risks and Rewards – Series 1
Dive into the heart of generational transitions with Interchange and Family Business Magazine in our exclusive 4-part webinar series. Specifically designed for family enterprises, this series offers a comprehensive exploration of transitioning from one generation to the next. Our first webinar delved into positioning your business for a seamless ownership transition. Watch the replay and start a journey to ensure your family business’s legacy thrives across generations.
Aug 17, 2024
To learn how we can help you, set up a consulting session with one of our Business Advisors today.
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