Webinar

Capital Allocation Policy Workshop

Family Wealth Continuity Conference Session #4 (1 of 3)
December 2020
Facilitators: Jennifer Pendergast and Jonathan Flack
Target Audience: Entire spectrum of family enterprise
Topics Covered:
  • Creating an inventory of sources and uses of family capital
  • Evaluating current capital allocation across family enterprise asset base
  • Establishing a capital allocation policy