Breakout B - Addressing the Complexities of Communication and Family Learning

Overview

How do you prepare next generation teens, and young adults to be responsible wealth owners? What meaningful activities can you organize to provide the training they need for their future roles as family leaders on the family council or governing board? A well planned education and communication plan for the rising generation can dramatically boost a family’s chances for producing responsible wealth owners. In this session, two experts in family learning and dynamics will share best practices, practical tips, and fun activities to inspire learning and engagement.

Emily Bouchard, Strategic Wealth Coach, Ascent Private Capital Management
Mindy Kalinowski Earley, CMP, CFBA, Chief Learning Officer, Family Office Exchange

FOX Event Replay