How to Implement Your Own Shared Family Capital Policy

Family Wealth Continuity Conference Session #3
Wed, October 21, 2020 9:00 AM - 10:00 AM CDT
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Session 3: How to Implement Your own Shared Family Capital Policy

Now that we understand the Why, the Who, and the What of the Shared Family Capital Framework, Session 3 will explore How to implement your policy by designing your governance and operating model, reporting and measurement systems to ensure successful framework implementation.

This year's online program is complimentary and open to family enterprise owners, non-family executives, board members, investment professionals, and advisors.

To register, click on the REGISTER NOW link on the right.

About the Family Wealth Continuity Webinar Series

The Ward Center for Family Enterprises in collaboration with Egon Zehnder and PwC is excited to announce the second annual Family Wealth Continuity Webinar Series, Family Capital Strategy: A Holistic View.

Families who take a holistic view of their shared family assets make better decisions regarding deployment of family capital. Join us as we explore how families can develop strategies and processes to help drive optimal wealth allocation across family enterprise assets. Hosted by family business governance, talent, and tax professionals and featuring insights from forward-thinking families, you will leave the program with:

  • The Family Capital Strategy framework to examine the capital and assets of family-owned businesses and align them with the family's purpose and goals
  • Guidelines for the execution and implementation of the Family Capital Strategy
  • Real world examples of leading family business' approaches to their own family capital, along with open discussions in a carefully matched peer group facilitated by an industry expert
  • Facilitated breakout groups where like-minded family members and professionals can engage in real time dialogue.

Recordings of this monthly, multipart webinar series will be available after each webinar in case you are unable to participate in real time.