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This session offers helpful frameworks for understanding family business dynamics, and practical tips and strategies to help manage the challenges your family business clients face. A grasp of these key issues and solutions will help you strengthen your client relationships while offering opportunities to increase the advising, estate planning, and succession services you provide.
Learning Objectives:
Identify and understand the family business lifecycle and the three-systems model of family business interaction, for use in diagnosis of interpersonal and group dynamics in family businesses.
Recognize how to apply communication, decision-making, and conflict resolution models to the interaction and governance processes used by the participant’s family business clients.