Showing all 2 results
-
Add to cart
Family Businesses: Recognizing the Areas of Conflict at the Intersection of Family, Ownership, and Management
$25.00A truly sustainable system allows the boundaries among family, ownership, and business management to flex, bend, and absorb the occasional shocks. A sustainable system that contains dynamic and elastic boundaries is both healthy and essential. During this presentation, participants explore:
- The most common conflicts encountered in family businesses
- The best practices in resolving conflicts in the moment
- The enduring approaches that allow a family system to flourish and remain flexible in the midst of stress and change
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Emily Bouchard
PREVIEW:
-
Add to cart
Supporting Family Offices, Trust Companies, and Fiduciaries
$25.00“Family Partnering” decreases risk and increases value through benchmarking, planning, and monitoring of families’ personal and asset goals. Joe and Carl share a way to collaborate with other advisors to serve and steward the specialized needs of successful families, businesses, and the family offices, trust companies, and fiduciaries that take care of them. The family engages the firm directly and in turn, with disclosure, and where appropriate, the law firm engages the necessary collaborative advisors in order to:
• Protect the other collaborative advisors’ work product as attorney client privileged;
• Create an open exchange of information among the family and all advisors; and
• Compensate the collaborative advisors from the over-all “Family Partnering” fee.(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Joseph Strazzeri, Esq. and Carl Sheeler, PhD, CBA, AVA
Click play to watch a short video about ‘Supporting Family Offices, Trust Compnanies, and Fiduciaries’
