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New England Chapter Breakfast Event
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New England Chapter Breakfast Event

Family Meeting Facilitation: Practical Considerations & Applications

6/18/2015
When: Thursday, June 18, 2015
From 8:00 AM until 9:30 AM
Where: Burns and Levinson
125 Summer Street
Boston, MA  02110
United States
Presenter: Daisy Medici
Contact: Tammy Feder


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Family Meeting Facilitation: Practical Considerations & Applications

 

Presented by Daisy E. Medici, Managing Director of Governance and Education at GenSpring Family Offices Family Business Advisors can benefit their client families as well as their own practices by bringing the whole family together to discuss family business matters. The family benefits from third-party facilitation and advice and the advisor’s practice benefits from deepening the relationship with all members of the family rather than just the family leader. However, every family meeting requires thoughtful planning and a skilled and strategic approach. Each layer of complexity demands even more attention on the part of the facilitating advisor, including strategic meeting preparation, a safe meeting space, and a mastery of self. Session attendees will learn some family-meeting planning and facilitating tips, to add to their existing skill sets, along with some advice on the importance of objectivity and awareness of self when working with groups, related or not.

 

 

Presenters Bio:

 

Daisy Medici is Managing Director of Governance and Education for GenSpring Family Offices, where she leads a team of qualified professionals who help families develop strategies for sustaining wealth by increasing communication and establishing effective systems of family governance. Daisy hails from Boston, Mass., and holds a Master’s in Communication from Simmons College.

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