Heather George and Kara Lewis of AB Bernstein

As we navigate through a new reality, family dynamics in closely held businesses face a different kind of challenge. Kara Lewis, AB Bernstein’s managing director for the state of Ohio, and Heather George, senior vice president and co-head of the firm’s family engagement services group, discuss what family-owned companies are doing as they look at potential transactions, as well as why now is a good time to think about succession planning.