“Fostering Longevity for Family Wealth and Legacy: Critical Structural and Governance Decisions”
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$115 - Member Rate
$140 - Non-Member Rate
Building great wealth is usually the result of determination, risk-taking, persistence and admittedly some luck along the way. But building lasting, generational wealth, requires strategic vision and a plan. Families with significant multi-generational wealth must make key structural and governance decisions to put the family in the best position to steward the family wealth, nurture the family values and meet the needs and expectations of the younger generations. Structural choices to help manage family wealth may include: trusts, co-investment vehicles, family offices, private trust companies and private foundations. Key elements of a successful family governance process typically include communication, next generation education and development, family member well-being and conflict management. The families who think holistically and attend to these areas, in addition to the administrative, investment and operational functions, are the ones most likely to achieve their goals. This presentation will explore some of these critical decisions and share best practices of successful families gleaned from over 30 years of working in the field.
Course Level: Intermediate
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