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Event summary produced by The Globe and Mail Events team. The Globe’s editorial department was not involved.

Family dynamics can often play an influential role when a first generation owner does succession planning. During the process of planning and executing business and wealth transitions, tensions often arise around trust, involvement, and legacy.

On June 17, 2025 The Globe and Mail hosted a webcast delving into why these tensions occur and what factors can influence decision-making during succession planning.

Speakers:

Sarah Burrows, Assistant Professor, Smith School of Business, Queen’s University

Bill McLean, B.COMM, FEA, ACC/CPCC; Partner, Richter

Arran Stephens, Director and Founder, Nature’s Path Organic Foods

Naim M. Ali, CEO, SM2 Capital Partners

Chris Hannay, Business Reporter, The Globe and Mail (moderator)

The Globe and Mail presented the event with sponsor support from Richter.

Event summary produced by The Globe and Mail Events team. The Globe’s editorial department was not involved.

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