Setting Goals: The Roles and Responsibilities of the Family Office

Overview

To be successful, the family office and the family itself must be aligned in their objectives with clear definition of roles for each.  Join us for this webinar as we define roles and responsibilities of family offices and families and how to set corresponding goals.  We will emphasize a family office at its best, including an office that identifies opportunities, challenges and helps establish and preserve the family enterprise.   Participate in this webinar to learn how a family office evolves to meet the needs of the family and the importance of this continual change will be examined.  Worksheets on the role of a family office and goal setting will be provided as well as real examples and stories that illustrate best practices pertaining to goals, roles and responsibilities.


Date Published: Wednesday, March 6, 2013

Speaker

Charlie Grace and Karen D. Neal – Family Office Exchange

This webinar recording is available to FOX members and is available for purchase by FOX Public Network Guests.