Webinar
Low Complexity Governance & Operations Workshop
Family Wealth Continuity Conference Session #4 (2 of 3)
December 2020
Facilitators: Jennifer Pendergast and German Herrera
Target Audience:
- Enterprise assets heavily concentrated in operating company
- Small ownership groups in earlier generation
- Typically no family office, one operating company board
- How to pull together a holistic view of family sources and uses of capital
- Planning for the future - increased diversification of asset base
- Establishing decision making authority over family sources and uses of capital
- Coordinating decision making across family entities (family governance, business governance)
- Dealing with embedded family office functions (tax returns, estate planning)
