What common mistakes keep an office from truly thriving today and through the generations? In this webinar we’ll identify missteps we’ve seen executives and family members make and explore best practices you can use to avoid them. The conversation will touch on themes including communications, alignment, agility, culture and focus.

Learning Objectives

Upon completion of this program, participants will be able to:

  • Recognize common failure points in single-family office operations and the relationship between family and executives

  • Discuss best practices that help keep an office aligned with the evolving family and running on all cylinders

CPE Information

Archive // Not CPE eligible

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