Live Webinar
The $84 Trillion Opportunity
Most Family Businesses Are Missing
Over the next 20 years, more wealth will change hands than at any point in history. 70% of family businesses won't survive the transition. 60% of those failures have nothing to do with money and everything to do with the conversations families never had.
On April 7, five specialists - wealth, M&A, family dynamics and business coaching are coming together to give family business leaders a clear, candid picture of what's at stake in the largest wealth transfer in history and what to do before it's too late.
Join us to learn:
→ What families misunderstand most about generational wealth transfer and the early signals almost everyone misses.
→ Where transitions break down leadership gaps, family misalignment and the decisions that can't be undone.
→ What to do now practical steps to prepare your business, your wealth and your family before the moment arrives.
Tuesday, April 7, 2026
11:00am – 12:00pm EST
Meet Your Panel
Dianna Parker
Partner, Woodlawn Wealth
UHNW Wealth Advisor
30 years of advanced planning for multigenerational family enterprises. Dianna brings expertise at the intersection of estate strategy, business succession, and family office coordination and a rare ability to make the most complex planning decisions feel coordinated and clear.
Daniel Prisciotta
Founder, Equity Strategies Group
M&A / Exit Consultant
2,500+ exit planning cases. One firm. One focus.
Dan brings an unvarnished view of what family business transitions actually look like from the inside what owners get wrong, where enterprise value quietly erodes and what deal structures most families don't know exist until it's too late to use them.
Richard Bryan
CEO Coach, The Bryan Group
Strategic Business Coach
Richard brings something no consultant can manufacture: he has sat in the chair. At 28 he inherited a $120M family business losing $3.5M a year, turned it around, and sold it a decade later. He now coaches family business CEOs to build self-operating businesses because a business that depends on one person cannot be transferred to the next generation.
Shawn Barberis
MTM360
Family Dynamics & Legacy
Shawn works the side of generational transition that no financial plan can solve. His expertise covers the conversations families avoid, the governance that never gets built and the next-generation leaders who were never prepared. He brings the clarity that explains why 60% of wealth transfers fail even when the numbers are right.
Host & Facilitator
Michael Palumbos
Family Wealth Advisor | Founder of Family Business Flywheel™
Family Wealth & Legacy
After 25 years watching family businesses stall not because the business was bad, but because the business, the wealth, and the family were never aligned, Michael created the Family Business Flywheel™ to solve exactly that. As host of The Family Biz Show with 150+ episodes, he has had more impactful conversations with family business leaders than almost anyone in the industry. He brings a rare combination of wealth advisory depth, business operating systems expertise, and family dynamics understanding and the ability to pull all three together in a single, practical conversation. His focus is always the same: leave every family with something they can act on before the transition finds them.
One Hour on April 7 Could Change
How Your Family Navigates the Next Generation.
The $84 trillion wealth transfer is the largest opportunity in family enterprise history. It is also the largest risk. The families who navigate it well won't just preserve what was built, they'll compound it across generations. The families who don't will spend the next decade untangling what could have been protected in an afternoon. This is that afternoon.
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