Passing the Torch: Aligning Ownership, Legacy, and Transition Strategies

Add to Calendar: Add to Calendar 2025-11-13 08:00:00 2025-11-13 11:00:00 Passing the Torch: Aligning Ownership, Legacy, and Transition Strategies Presented by Glenmede Trust Company: Mark R. Parthemer, JD, AEP®, ACTEC Fellow and Mary-Noelle Rasi Thursday, November 13, 2025  8:00 - 11:00 AM  8:00 – 8:30 Mimosas & Mingling with Breakfast Buffet 8:30 – 10:30 AM Presentation and discussion 10:30 – 11:30 AM Private Winery Tour Michael Angelo's Winery |  5515 Broadview Road, Richfield Family businesses face unique challenges and opportunities as they plan for the future. This event brings together Glenmede Trust Company’s wealth planning experts for a thoughtful discussion on how to prepare your business—and your family—for long-term success answering these critical questions: How to transition ownership over time without immediately giving up control? How can families align personal values and goals with their business's long-term vision? How do current tax and legislative trends influence succession planning and transfer of ownership strategies? What are effective strategies for equitably distributing wealth among family members when only some are active in the business Mark R. Parthemer, JD, AEP®, ACTEC Fellow, is Glenmede’s Chief Wealth Strategist and a nationally recognized speaker and a frequently published author on tax, estate planning and fiduciary matters.  Mary-Noelle Rasi is a Glenmede Wealth Planner providing comprehensive wealth planning and facilitating lifestyle, legacy and philanthropic objectives.  Michael Angelo’s Winery and Bakery is a family business owned by brothers Mike and Matt Ciocca.  This program is for Center for Family Business members and their guests only. Please RSVP to Jack at jack.casler@glenmede.com by 11/7. Weatherhead School of Management Weatherhead School of Management America/New_York public