Thoughtware

Webinar 11/13/2018

Want a Family Office That Thrives? Common Mistakes to Avoid

Presenters/Authors
Jack Thurman
Jim Coutre, Fidelity Family Office Services
Date
11/13/2018 - 10:00 a.m.
Central time
Topics
Family Office
Outdoor family time

What common mistakes keep an office from truly thriving today and through the generations? In this webinar we’ll identify missteps we’ve seen executives and family members make and explore best practices you can use to avoid them. The conversation will touch on themes including communications, alignment, agility, culture and focus.

Learning Objectives

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

  • Recognize common failure points in single-family office operations and the relationship between family and executives

  • Discuss best practices that help keep an office aligned with the evolving family and running on all cylinders

Register

I​f you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at training@bkd.com or 800.472.2745.​ Click here to read the CPE FAQs.

CPE NASBA LogoBKD, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.