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• New York Entrepreneur & Advisor Strategy Breakfast | September 2025

  • When
    9 Sep 2025
  •  
    7:30 AM - 10:00 AM
  • Location
    Rosenberg and Estis Law Firm 12th Floor, 733 3rd Ave, New York, NY 10017
  • Spaces left
    35

  Register

  ATTENTION: New York Attorneys, Financial Advisors & Business Owners

  This exclusive breakfast is an invitation-only event for entrepreneurs and their advisors in New York City.

  Rosenberg and Estis, New York's premier real estate law firm is hosting a business strategy networking event designed to share business growth and succession planning information with our local entrepreneurial community.  

  Our mission is to connect NYC's best advisors with business owners who make things happen. 

  ATTENDANCE IS LIMITED  

  If you've received an invitation to this event, you're one of only a handful of people in your industry who has been invited. Please respond before we give your seat to someone else. 

  The event location is:

  Rosenberg and Estis Law Firm - 12th Floor,

  733 3rd Ave, New York, NY 10017

  
  

  Our featured speaker for this month's breakfast is Family Business Insider Ted Metzger.

  Theodore “Ted” J. Metzger is a Member in the Trust & Estates Department at Rosenberg & Estis, P.C. He joined the firm in 2021, bringing more than four decades of experience in trust and estate planning, business transactions, and real estate. A graduate of Columbia Law School, where he earned his J.D. in 1978 and was recognized as a Harlan Fiske Stone Scholar, Ted has built a career advising clients on sophisticated legal and financial strategies that protect and grow family wealth.

  Ted concentrates his practice on the unique needs of family businesses and multigenerational wealth planning. He helps owners structure and implement tax-efficient strategies to transfer assets, preserve business continuity, and strengthen family legacies. His work includes the use of family limited partnerships, installment sales, intentionally defective grantor trusts, and spousal lifetime access trusts.

  In addition to his trust and estate planning work, Ted represents families and closely held companies in major business and real estate transactions. His experience includes leading the sale of two privately held companies with a combined value exceeding $200 million and restructuring a family-owned entity to complete a $55 million refinancing of a Manhattan commercial property.

  Ted also advises on commercial and residential real estate transactions, joint ventures, and corporate structuring. His comprehensive approach ensures that family business owners have aligned legal, tax, and operational strategies to protect their assets and position future generations for success.

  
  

  Seats are limited.

  DON'T DELAY! Act now. 

  This month's topic:

  Succession Planning for Family Businesses

  During our time together you will discover:

  • First, how to reduce owner dependence and build transferable value, so the business can run without being tied to one person.
  • Second, how to strengthen your leadership and talent pipeline, ensuring there’s a plan for who will step up and where outside hires are needed.
  • Third, how to address governance and family dynamics, including ownership structures, decision-making, and conflict resolution.
  • Fourth, how to prepare for financial readiness and estate planning, covering taxes, buy-sell agreements, and wealth transfer strategies.
  • Fifth, how to set the right strategic timing and exit options, whether that means passing the business internally or selling to an outside buyer.

  Don't miss this! Seats are limited. Register and pay by following the link.

  Reserve your spot now!

  Agenda

  07:30 Arrival and Networking

  07:45 Breakfast and Program

  09:00 Networking Exercise

  09:45 Announcements

  09:55 Closing Thoughts

  10:00 Meeting Concludes

  Don't miss this!

  Seats are limited. 

  Reserve your spot now!

  
  

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