This workshop offers a thoughtful approach to organizing the complex dimensions of your family enterprise, once you have grown bigger than an operating business.

We bring you tools, templates, and strategies for building your master plan. 

WHAT CAN YOU EXPECT?

• Strategies for alignment and building a clear vision for the future of the enterprise
• A roadmap for integrating goals across the family, the businesses, the foundation and the family office
• Tools to organize enterprise goals and allocate family capital
• Advice on the best governance structure to support the goals defined
• An understanding of leadership talents and transition strategies
• Methods to engage family members in supporting the enterprise master plan

WHO SHOULD ATTEND

Ideal for family members, family office executives, and family board members who are seeking to establish a longterm
vision for the family enterprise.