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Executing Your Succession Plan
The Lloyd Family of Lloyd Companies has been actively working on their transition since 2008. Throughout the past 15 years, the family business has evolved. It wasn't easy to find time or funds to work on the business during that time, but through consistent, dedicated work on the business and Family Champions (or Chief Family Organizers), the family developed their leadership team and board. What started as an advisory board evolved into a fiduciary board. Today, as the Lloyd Family faces health challenges, they are sharing the message about how important it has been to have a strong leadership team and board to help them face unpredictable circumstances impacting the family and the business.
Presented By:
Craig Lloyd
Co-Founder | Board Chair
Christie Ernst
Executive VP of Property Management
Jake Quasney
Chief Operating Officer
Mitch Morrison
President and Counsel,
Lloyd Family Office
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