Beyond the Deal: Employee Ownership Strategies for UHNW Clients

This hybrid event creates a unique opportunity to network and learn from your desk over lunch. Join us for this session giving advisors and service providers a rare look inside the mindset of ultra high net worth entrepreneurs and translates it into practical guidance for client conversations. Attendees will explore employee ownership, ESOPs, and employee ownership trusts as transition tools, along with stakeholder engagement, incentive design, and financing considerations. Drawing on real-world scenarios, from exited founders looking to reward key operators to not-yet-exited entrepreneurs weighing their options, the discussion will challenge advisors to think beyond a single deal structure and consider the full range of ways a business can transition. Whether you work in legal, finance, lending, or strategy, you will leave with sharper insight into how different advisor perspectives shape client outcomes and concrete next steps you can bring to your own clients.