Jane Warner

 Bank of the West

 With over 15 years of experience working with ultra-high-net-worth individuals and families, and with degrees in psychology, education and law, Jane Warner brings extraordinary skill to clients’ wealth planning process, evaluating specific planning needs and building out integrative solutions. Before joining Bank of the West, Jane was a Senior Wealth/Business Succession Strategist for Wells Fargo. She also held positions as a Planning Specialist at Highland Capital Brokerage and Marsh McLennan Private Client Services. Jane has been speaking at events across the country on wealth transfer and business planning for many years. Before entering the institutional wealth planning environment, she was in private law practice. 

Can’t We All Just Get Along? Owners, Management, Employees and “Family”: Dynamics, Dysfunction and Doing What It Takes to Keep the Business in the Family 

Wednesday, November 13
2:00 - 3:00 p.m. 

Jane Warner, Bank of the West

This workshop is intended for owners, management and family members that are currently involved with issues of employing family members and/or business succession to family owners. The workshop is also useful for those who want to get started on the process of business succession and avoid much of the conflict for the future. All attendees will leave with handouts for identifying key issues and next steps for resolving conflict. 

During this workshop, attendees will learn:
  • Family dynamics that can damage or destroy the success of a long-standing family business
  • A road map to assessing the issues
  • Options for resolving family vs owner vs management conflict