Family and Wealth Sustainability, The Five Step Process to Healthy Family Governance

Wealth brings vast opportunities to families, but also vast challenges. Families wish to motivate children with wealth and to foster independence vs. dependence, but often families are faced with children who feel privileged.  The goal is to transfer values and purpose not just assets. Join us on this webinar as Tom Rogerson outlines his five step process to healthy family governance. With an integrated family governance plan, the family is prepared to operate more efficiently and harmoniously over multiple generations. Tom will walk through how to identify the problem, outline the solutions, execute a plan, and utilize appropriate resources. Whether you’re already in the game, or just getting started, this is a great roadmap for getting started or getting people to join you.