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