Talent Planning’s Impact on SFO/MFO Continuity & Growth
Overview
As advisors, it is second nature to ensure that families have a transition plan in place for the future. So, why don’t more firms apply the best practices they advise for families into the development of the next generation of family office and multi-family office leadership and talent?
In today’s environment, operating an efficient and effective family office or multi-family office depends on understanding how we prefer to adapt to change. We all know change can be difficult and every organization will have people who will resist it. This can be especially true at family offices where loyalty and continuity are highly prized. But family offices that fail to realize that talent planning is inextricably linked to business growth and continuity are almost certain to fall short of making the transition to the next generation.
This webinar will draw on the experiences and lessons learned by an industry leader with 20 years of experience working with families and developing teams and her thinking partner, a principal of a talent management firm who focuses on the intersection of organizational culture, business planning, leadership and teams. They will discuss the essential elements needed to foster the next generation of talent, design streamlined and dynamic talent plans to ensure smooth transitions, and explain the three C’s essential for organizational efficiency.
In today’s environment, operating an efficient and effective family office or multi-family office depends on understanding how we prefer to adapt to change. We all know change can be difficult and every organization will have people who will resist it. This can be especially true at family offices where loyalty and continuity are highly prized. But family offices that fail to realize that talent planning is inextricably linked to business growth and continuity are almost certain to fall short of making the transition to the next generation.
This webinar will draw on the experiences and lessons learned by an industry leader with 20 years of experience working with families and developing teams and her thinking partner, a principal of a talent management firm who focuses on the intersection of organizational culture, business planning, leadership and teams. They will discuss the essential elements needed to foster the next generation of talent, design streamlined and dynamic talent plans to ensure smooth transitions, and explain the three C’s essential for organizational efficiency.