Perspectives From a Family Business Expert


With more than forty years of business experience, George Isaac is an expert when it comes to family enterprises. He’s spoken at both national and international conferences and published extensively on industry topics and weighing in on current events. If you’re looking for a keynote or speaker for professional development, visit our contact page and we’d be happy to talk more with you about your needs.

Speaking Topics   

  • Your Business, Your Family, Your Legacy: Building a Multigenerational Family Business That Lasts (Isaac’s “#1 Amazon New Release” book)
  • Succession and Transition Planning: A Proven 9-Step Road Map with Case Study
  • Family and Business Governance
  • Avoiding the Family Business Wealth Evaporation Trap
  • Ten Essential Initiatives for Multigenerational Family Business Growth and Survival
  • Creating Value in your Family Business
  • Problematic Family Dynamics and Conflict Resolution Strategies
  • Perpetuating Multigenerational Family Wealth
  • Selling Your Family Business

Comments from conference attendees:   

  • “Very different and unique perspective.”
  • “Incredibly knowledgeable…I wish he spoke more, he was awesome!”
  • “Well throughout and presentable.”
  • “Found it to be the best section of the program.”
  • “Great examples, discussion and integrating many concepts.”
  • “Having practitioner with direct experience makes conversation more engaging.”
  • “One of the best presentations in which I took away things to discuss with…”

Recent Speaking Engagements   

YPO Maumee Valley Chapter Famly Business Workshop

Ten Critical Initiatives for Family Business Success and Longevity
Toledo, OH – August 25, 2022

YPO Global Family Business Network
Southeast Asia Global Virtual Conference (YPO Member Access Only)

“The Family Perspective on Wealth: Generational perspectives of evolving family businesses.”
Produced with subtitles for Spanish, Japanese, & Chinese YPO members
– August 28, 2021

W&B Advisory Group and ICON Executive Asia

"Creating a Family Business Transition Plan - Asia Family Businesses"
Webinar as featured speaker – July 10, 2021

University of Toledo | Neff College of Business & Innovation
Lecturer for a university class on family business

"Lessons Learned in Managing Multigenerational Family Enterprises"
Toledo, Ohio – April 2020, 2021 & 2022

Confederation of Indian Industry & Family Business Network
Member Educational Program - India Chapter
Webinar as the featured speaker

"Building a Multigenerational Family Business That Lasts"
New Delhi, India – December 29, 2020 - 10AM IST

“Planning for Generational Succession”
“Creating Shareholder Value”
“Perpetuating Multigenerational Family Wealth” & “Avoiding the Family Business Wealth Evaporation Trap”

USC  Marshall School of Business
Young Presidents Organization (YPO) Family Business Workshop

Los Angeles, CA – Mar. 14-15, 2019

“Family Business Succession Planning Roadmap: Don’t Forfeit Your End Game”

Abbot Downing (Div. of Wells Fargo)
Annual National Family Forum

Ritz Carlton, Laguna Niguel Beach, CA – October 3-4, 2019

“Managing Multigenerational Family Enterprises & Transitioning to the Next Generation”

Pepperdine University Graziadio Business School
Lido Family Office Certificate in Financial Management

Los Angeles, CA – Oct. 28-30, 2019

"Succession & Estate Planning that Survives Through the Next Generation"
(For family office and family business financial planners & attorneys)

CFA Society Los Angeles
Santa Barbara, CA – Dec. 5, 2019

Full resume of speaking engagements available upon request.