Building a Comprehensive Family Office Communication Plan

Members of the US Executive Council will lead a session that describes how a group of 30 leading family office executives worked together to develop and later to refine a Family Office Communications Plan at their two meetings this year. The plan provides a compilation of the best thinking of the Peer Council members, using the 20+ years of experience that each participant brought to the discussion. There are action steps for the Family Board, the Family Council,  the Investment Committee, the External Advisors, and the staff relations with both family members and other staff members. Further discussion and feedback will be solicited from the participants in this session who will review the work done to date on this new resource document.