Root Family Enterprise in the 21st Century

Overview

What are the leadership attributes and behaviors that wealth owners need to embody in order to promote long-term wealth sustainability and family continuity in 21st century? How do they differ, if at all, from the past?  Karen Neal, FOX Managing Director of Consulting, will facilitate a dialogue, drawing on a family example presented by 4th gen family member, Preston Root.  Preston is the President of his family’s board of directors after assuming leadership responsibilities from his mother. Preston will share the key principles of the family’s governance architecture, and reflect on how advisors can best serve wealthy families in implementing a strategic family governance framework.

FOX Event Replay