Multigenerational Lion Street Firms Retreat
We recently brought together multigenerational firms from across our national network for a G1/G2 Retreat, to share insights with other firms and support in preparing the next generation. Continuity planning is significant to the continued growth of these best-in-class multigenerational practices and ensuring the families and businesses they serve continue to benefit from the valuable solutions they create.
Thank you to Pacific Life for co-hosting this important gathering with us. We’re proud of the growing community of G1/G2 firms across Lion Street and the collaboration shaping their future.