Click Here for Member LMS
This is our monthly business strategy session.
Please do not share Zoom info with anyone outside the ESL community.
Join the Zoom meeting with this link:
https://us06web.zoom.us/j/86810394767?pwd=szscac0HCGGBv0BZe4MIzHivIWgE5F.1
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:
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!
This is a private session for MASTERS PROGRAM members only.
This is your monthly point of accountability. Use this time to check in and report on the actions you take to advance toward your quarterly goals.
This is mandatory for all MASTERS MEMBERS. If you cannot attend, you must send in a video discussing your progress.
Join Zoom Meeting https://us06web.zoom.us/j/86031401039?pwd=s5JLdTLGV1YDcbFa6bzFlLBgT5YzIt.1 Meeting ID: 860 3140 1039 Passcode: 689987
This is the monthly meeting for Exit Success Lab's Family Business advisor group. This meeting is open to ESL Members and invited guests.
Most professional service providers strive to attract family businesses and families of wealth. While your skills, talent, and knowledge qualify you to work with these clients, attracting and retaining them can be difficult.
Each month, the Exit Success Lab, in partnership with Cendrowski Corporate Advisors, hosts a meeting to educate its members on working with High-Net-Worth clients and family offices.
Register Now.
Join Zoom Meeting https://us06web.zoom.us/j/83185473630?pwd=WcjblsCWA50UW6b1ayfGBSKWUGMHV1.1 Meeting ID: 831 8547 3630 Passcode: 928035
The ESL Boardroom is a monthly virtual meeting exclusively for ESL Members. It is a way for them to get to know each other better and participate in a structured conversation on a relevant business topic, guided by Founder Nicola Gelormino.
This is a recurring meeting on the last Tuesday of the month from 12-1 pm EST
Join Zoom Meeting https://us06web.zoom.us/j/82395036669?pwd=dbHDv3xXhai7T3rDyk74qw6kpi6Wp6.1 Meeting ID: 823 9503 6669 Passcode: 259537
Most professional service providers strive to family businesses and family offices. While your skills, talent, and knowledge qualify you to work with these clients, attracting and retaining them can be difficult.
This is a reoccurring meeting on the last Tuesday of the month from 12-1 pm EST
Privacy Policy Terms and Conditions
