High Complexity Governance & Operations Workshop

Family Wealth Continuity Conference Session #4 (3 of 3)
December 2020

Facilitators: Belinda Sneddon and Danielle Valkner

Target Audience:

• Diversified enterprise assets (e.g., operating company, passive investment portfolio, real estate or direct investments)
• Large ownership group in later generations
• May have a family office, multiple company boards, foundation, etc.

Topics Covered:

• Creating a governance structure to coordinate decision making across multiple asset holding entities
• Creating a reporting mechanism to pull together assets across multiple entities
• Developing a dividend/distribution policy(ies)
• Establishing authority for making decisions that affect multiple entities
• Creating a single family or engaging a multi-family office