Working with multi-generational families to govern family wealth, shared assets and human capitalCreating and sustaining family wealth over generations is a complex task, and family wealth advising requires a unique understanding of family development, psychology, and governance, as well as communication and conflict resolution skills.Participants in this seminar join a faculty of experienced family wealth advisors for a series of experiential sessions and a case study designed to provide both the theoretical frameworks and practical tools needed for success in family wealth advising. GoalsParticipants in this seminar will gain: - An understanding of the processes involved in building, sustaining and transitioning family wealth.
- Insights into the complexities of various forms of family business governance, ownership structure and dynamics, and how these issues inform family wealth advising.
- Practical knowledge of the role of the advisor in family wealth advising, with special attention devoted to the skills needed to deal with conflict, identify success factors, and encourage families to work as systems.
Upcoming Dates
In 2010, Family Wealth Advising will be held in:
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