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Pros & Cons of Shared Ownership
HQ Greensboro
111 West Lewis Street
Greensboro, NC 27406

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Wednesday, December 04, 2019, 8:00 AM - 9:30 AM EDT
Category: Events

Description: Join us for a workshop and breakfast. Shared ownership can be one of the ways that families choose to pass assets on to children and grandchildren.  Without a thoughtful structure to communicate expectations and responsibilities, these assets can quickly turn from a blessing to a burden.  It is crucial to think through the desired outcomes and also the unintended consequences of putting family members into a shared ownership arrangement. This workshop will be led by David Specht, Vice President and National Development Manager, Family Dynamics at Wells Fargo Wealth Management.

Who is this for? This workshop is designed for families that are preparing to make decisions on how ownership of assets should be set up. It is also relevant for private companies that are in shared ownership already and want to make the best out of the arrangement.

What will I learn? Attendees will come away with the necessary questions to consider to make the best decision for their family, their business and their assets regarding shared ownership. Attendees will also learn what guidelines and expectations can be set up to make the best out of the complexities shared ownership introduces. 

About the Speaker: David Specht is the National Development Manager for Family Dynamics for Wells Fargo Wealth Management. Mr. Specht is responsible for the development of training, education and ongoing culture development of the Family Dynamics offering. Using proprietary and original content, the Family Dynamics team helps families navigate issues at the intersection of personal and leadership development, family culture and family enterprise. The team of highly experienced Family Dynamics Consultants works with families in the areas of Preparing Heirs; Personal Well-Being; Family History; Shared Purpose; Relationships and Communication; Philanthropy; Decision-Making Structures and Protocols; Risk Mitigation and Family Business. In addition, the team supports the Family Dynamics Resource Center, a multi-media library that supports generational education through the use of Family Workshops and the Family Dynamics Knowledge Lab.

This program is in partnership with Center for Private Business Sponsor, Wells Fargo. 

Members of the Center for Private Business may attend this event for free. Non-Members are $50 per person. Registration is required by November 29, 2019.


Contact: Sarah Chandler, [email protected]