A Guiding Light: Developing an Impactful Strategic Plan
Overview
When a strategic plan is developed with the family's values and mission in mind, they can serve as a family-endorsed roadmap for family offices. Join this session to hear about FOX's own work with developing a vision and mission statement, and from a seasoned family governance expert who has worked with families and family offices to create proven strategic plans that are driven by the core values and mission of the family itself.
Carolann Grieve, CTFA, Senior Vice President and Managing Director of Family Governance, Truist Wealth Center for Family Legacy
Moderated by Peter Moustakerski, CEO, FOX