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AG2309 - Farm Family Dynamics: Helping your clients address their most challenging family business issues

‐ Aug 15, 2023 2:55pm

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.





Concurrent Session Onsite and Online

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