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
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)