A close-knit network of family businesses, the NFL earns around $200 billion annually. On top of traditional family business within their individual branches, the NFL navigates those same financial planning connections between extended family members as well.

Join David Lenok and his guest Alvina Lo, chief wealth strategist at Wilmington Trust, as they delve into the complexities of the NFL as a family business, discussing succession planning, liquidity concerns, trust ownership, and potential private equity involvement. 

David and Alvina discuss:

- What are the common challenges encountered with liquidity and succession planning in family-owned businesses
- How do NFL families navigate governance and control issues within their organizations
- What effects does trust ownership have on estate planning challenges within the NFL
- What are the potential consequences of permitting private equity involvement in the NFL
- And more

Resources:

Listen to the latest episodes of Celebrity Estates: https://www.wealthmanagement.com/featured-series/celebrity-estates 

Connect With Alvina Lo:

LinkedIn: Alvina Lo: https://www.linkedin.com/in/alvina-lo/  
Wilmington Trust: https://www.wilmingtontrust.com/ 

Connect With David Lenok:

david.lenok@informa.com 
Website: https://www.wealthmanagement.com/
LinkedIn: David Lenok : https://bit.ly/DavidLenokLI
LinkedIn: Informa: https://bit.ly/InformaLI
LinkedIn: WealthManagement: https://bit.ly/WealthManagementLI

About Our Guest:

Alvina Lo leads a national team of multidisciplinary experts who collectively offer objective and holistic advice to clients, with a specific focus on their wealth, family, and business concerns. The scope of advice encompasses family office services, financial planning, trusts and estates planning, tax planning, business succession planning, philanthropy, and wealth education for the next generation. Alvina and her team prioritize planning, and through their actionable advice, they guide clients from strategy through implementation.

Celebrity Estates: The National Football League and Lessons on Family Dynamics and Governance

NREI Weekender Episode 6 - NREI Research Series: Annual REIT Study Review, July 13, 2019

Today, David Bodamer continues with the NREI Research Series by reviewing NREI’s 4th annual REIT study. 

In this episode, you will learn:

- The major takeaways from this year’s research
- Which categories are on respondents’ buy and sell lists
- The status of REIT balance sheets
- What kind of predictions the study provides for REIT stock prices and returns 
- And more

Tune in now to hear the latest findings in the Review of the fourth annual REIT Study as part of the NREI Research Series.

Resources:
National Real Estate Investor

Celebrity Estates: The National Football League and Lessons on Family Dynamics and Governance

WealthManagement.com

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