Developing a Family Vision for the Future

Overview

A multigenerational family can benefit from a visioning process when moving from one stage of the enterprise to another— perhaps facing a change in leadership or a change in ownership of key family assets. The time for a Family Visioning process has come when family members can see a major change coming, but are uncertain as to how the transition will occur.

This workshop discusses how to set the stage for a successful visioning process, which includes identifying values and guiding principles, and the importance of evaluating opportunities and risks that must be considered in the midst of any transition process.

FOX Event Replay