Advisor Briefing: Serving as a Catalyst for Change
Overview
Each business owner and business-owning family are unique, with distinct characteristics and interests. Our presenters will share insights from FOX proprietary research and their own experiences working with business owners to lead a discussion on how advisors can help families manage challenges, navigate transitions, and engage in difficult conversations more effectively. Based on insights and observations from the family stories shared throughout the day, advisors will discuss their own experiences and approaches in guiding families. This interactive session will help advisors walk away with actionable steps to support family leaders through transitions and change.
- Ann Dugan, Senior Managing Director, Advisory and Education Services, Family Office Exchange
- Greg McCann, Founder and Principal, McCann & Associates
- David Toth, Managing Director, Family Office Exchange