Who are the FINANCIAL CREATIVES in your Family System?
Overview
The evolving expectations of family governance practices and family transitions are bringing a more diverse set of family members into the heart of family operations—including those members who self-identify (or could be identified) as FINANCIAL CREATIVES. Financial Creatives: those creative, but slow to open financial reports; entrepreneurially spirited, but not practiced in how to critique a business plan; leaders whose talents and energies the family wants and needs, but who may otherwise ignore more traditional plans and actions.
This session will help families and their advisors identify the characteristics of financial creatives, how to leverage the strengths they bring to family service while respecting and supporting the financial creatives in their midst.