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Critical Issue Replays
Original Air Date: February 27, 2008
Ann Freel and Karen Rush
Family Office Exchange
As family offices begin planning summer meetings and retreats, leaders may find themselves faced with a multitude of questions – challenges that can begin with setting the agenda and continue through finding proven facilitators and meeting locations.
In this program, learn about organizing and conducting effective family meetings using best practices that are grounded in both research and actual families’ experiences. Topics covered include:
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Purposes of family meetings |
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Important policies, roles, and processes |
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Key questions to ask throughout the planning process |
View the entire list of webinars available to FOX members.
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