Developing Your Own Shared Family Capital Policy

Family Wealth Continuity Conference Session #2
Sept. 2020

Session 2: Developing Your own Shared Family Capital Policy

In Session 2, we dove deeper into this Framework and explain how to use it to develop your own Shared Family Capital Policy. This session starts by helping you identify the totality of your shared assets and align them to the family enterprise purpose in order to create your unique Policy. This session explores the sources and uses of capital within each of the key buckets of the Framework: Growth, Stability & Preservation, and Giving & Spending.