Presented by Sara Hamilton,
Founder & CEO of Family Office Exchange
Families who share in the ownership of diverse assets will benefit from developing a broad-based framework for planning their future together, which FOX defines as Family Enterprise Thinking. Families are strengthened from identifying their common interests, knowing what holds them together, and sharing a multi-generational vision.
This webinar will outline the characteristics of a Unified Enterprise, the planning process, and the key components of an Enterprise Master Plan, which involves managing complexity, identifying new opportunities, defining shared goals, and allocating scarce resources.
This webinar is not eligible for CPE credit.