Implementation Workshops

Family Wealth Continuity Conference Session #4
December 9 or 10, 2020
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In Session 4, we will take a deep dive into how to implement a family capital strategy, focusing specifically on developing the family capital policy and governing, and reporting frameworks to endure the capital strategy is actionable.

Click on link to the right for more information and to register.

December 9, 2020 / 9:00 a.m. - 10:30 CT
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

December 10, 2020 / 9:00 a.m. - 10:30 a.m.
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
Topics Covered:
  • 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)

December 10, 2020 / 9:00 a.m. - 10:30 a.m.
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