Family Education Workshop - Norway

Save the Date for this workshop on:
Legacy and Succession Planning

  • About
  • Agenda

FOX will present a day of training on family education, sponsored by Wealth Advisor Council member Formues-Fovaltning The event is open to FOX members and qualified prospects.  Charlie Grace, Managing Director of FOX, will conduct the training with a case study provided by our host.


The event is free of charge but space is limited.

Legacy and Succession Planning


09.00     Welcome and Participant Introduction 
09.30     Building a Strong Family Enterprise        
10.30     Best Practices & Challenges of Family Ownership 
12.00     Lunch 
13.00     Developing the Ownership Succession Road Map 
14.30     Break
15.00     Case Study: Leading Successful Family Transitions 
16.00     Planning for further Family Education 
16.30     Meeting Adjourns