A Guiding Light: Developing an Impactful Strategic Plan | 2022 FOX Family Office Forum
Overview
When a strategic plan is developed with the family's values and mission in mind, it can serve as a family-endorsed and impactful roadmap. In this event session, hear about FOX's work with developing a vision and mission statement, and from a seasoned family governance expert who has worked with families and family offices to create proven strategic plans that are driven by the core values and mission of the family itself.
Carolann Grieve, CTFA, Senior Vice President and Managing Director of Family Governance, Truist Wealth Center for Family Legacy
Moderated by Peter Moustakerski, CEO, FOX