Family Office Best Practices: Building a Resilient Family Office

David Toth, Mindy Kalinowski Early, Mark McConnell
Aug 13, 2019 — 11:00 a.m.
Central time
Happy Family enjoying dinner

Presented by

Stand Together

Families need to be strategic and resilient to stand the test of time. That resilience rests upon a strong foundation, with core pillars that support family sustainability. This webinar will help you plan for your long-term family needs and develop clear goals. Topics will include describing the family office framework, creating governance structures to support your goals and engaging next generations through responsible ownership education. Plan for your family’s future with this thoughtful approach to organizing the complex dimensions of your family enterprise.

Learning Objectives

Upon completion of this program, participants will be able to:

  • Recognize the core pillars necessary to build a sustainable family office
  • Identify the critical questions families should address together
  • Recognize the necessary steps for a family visioning process
  • Recall the components necessary for a family learning culture and education program
  • Discuss a FOX Family Case Study of how one family is building a successful enterprise
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