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TAX1912 - Culture Rules: Designing Family Meetings for Maximum Impact

Jun 11, 2019 4:45pm ‐ Jun 11, 2019 6:00pm

Standard: $49.00


Family Meetings are a valuable opportunity for family members and their advisors to come together and design their future. Yet too often these events end up being a routine portfolio review and maybe an estate review. Bets practices would indicate at least 50% of the time should be spent on the 'softer' issues of governance, succession and family communication, building a platform for the future generations and fostering trust and innovation. We will cover the psychological and practical reasons for revving up your family meeting repertoire, with examples and tools to take home to your practice.

Learning Objectives:

  1. Understanding how to structure a family meeting, including programming and educational opportunities.
  2. Learning to design robust educational and 'life' curriculums to build family capacity.



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