Examining The Family Office Governance Journey
Overview
Every family office is unique, and so are the governance structures needed to meet the family's objectives. This session will help attendees understand when a family office should implement more (or less) formal governance components - from committees to councils to bringing in outside directors alongside family members. Attendees will walk away with a solid understanding of the family office governance lifecycle, including indicators on when to add or remove governance elements.
Kim Kamin, Partner & Chief Wealth Strategist, Gresham Partners LLC
Sara Montgomery, Principal, Family Legacy Services, Plante Moran
Holly Pantzer, National Industry Leader, FORVIS Private Client
Moderated by Mandy Chardoul CPA, MST, CFP®, Principal, Top Hand Consulting
Introduced by Gaby Griffin, Managing Director, Council Members, FOX