Family Dynamics in the Family Business/Succession Planning
REGISTRATION FOR THIS MEETING IS CLOSED.
PLEASE SEE BELOW FOR WALK-IN DETAILS
WEDNESDAY, JANUARY 16, 2019
(Breakfast served 7:30-8:00 a.m., Program 8:00-9:00)
NOTE: MEETING LOCATION
GLENEAGLES COUNTRY CLUB (5401 West Park Blvd., Plano)
RESERVATION DEADLINE: WEDNESDAY, JANUARY 9, 5:00 p.m.
(PAYMENT MUST BE RECEIVED IN COUNCIL’S OFFICE BY WEDNESDAY, JANUARY 9 TO GUARANTEE A MEAL)
FAMILY DYNAMICS IN THE FAMILY BUSINESS/SUCCESSION PLANNING
Sponsored by Pepkin & Associates
There is no family business story that doesn’t involve some degree of conflict. It’s a well-known fact that the #1 reason many family-owned businesses don’t make it into the next generation is due to excessive family conflicts brought on by a lack of succession planning. Doug’s story has to do with the staggering impact that conflict can have on a family and relationships. Doug Box is a family business consultant, author and public speaker based in Dallas, Texas. He is a frequent presenter at family business forums across the country as well as a guest lecturer at several universities on the topic of family business. In September of 2014 he published his first book, Cutter Frisco, Growing up on the Original Southfork Ranch. In October of 2016, he published a more extensive memoir about his father called Texas Patriarch – A Legacy Lost. In 2005 he formed Box Family Advisors and began helping families with succession planning, corporate governance, dispute resolution and family meetings. Doug brings personal experience to his understanding of family dynamics. As the youngest of four sons, he grew up and worked in a family enterprise all of his life. The Box Family controlled a number of public and private companies with interests in oil & gas, cement manufacturing and real estate. Following his father’s sudden death and a litigious four-year family ordeal, Doug led the sale of the oil and gas concern known as Box Energy Corp. Doug attended college at the University of Texas at Austin. He received an MBA with honors at Baylor University and a Masters in Dispute Resolution from SMU. He also holds the Certificate in Family Business Advising from the Family Firm Institute.
Continuing education credits pending for this program.
Membership dues do not include meals. Credit Cards are now accepted online at the website - scroll down to register.
Members who have already paid in advance for all meetings for the year MUST REGISTER ON THE WEBSITE so we will have a count for the number of meals to prepare.
THERE WLL BE 5 MEALS AVAILABLE FOR WALK-INS ON DAY OF MEETING (FIRST COME, FIRST SERVE). ALL OTHER WALK-INS WILL BE “PROGRAM ONLY”. NOTE: WALK-IN PRICES ON DATE OF MEETING: Member: $30 (includes meal); Guest: $35 (includes meal); Program Only (no meal): $20
To mail a check, please complete this form, enclose a check (payable to Estate Planning Council of North Texas) and mail to: Estate Planning Council of North Texas, P. O. Box 38553, Dallas, TX 75238-8553.
Member: $25 (includes meal); Guest: $30 (includes meal); Program Only (no meal): $15
____$25 ___$30 ____$15
Phone Number: _________________________________
We would like to thank the following Sponsors for their support for 2018-2019: Bank of Texas, Communities Foundation of Texas, Dallas Foundation, Leu & Peirce, Lee Financial Corporation, Lindquist Eisenberg LLP, North Dallas Bank & Trust, Pepkin & Associates, PlainsCapital Bank, Merrill Lynch (The Maynard Group), Texas Bank & Trust and The Catholic Foundation