Effective Continuity Planning: The Life Blood of Sustaining Families

The key to effective continuity planning is, first and foremost, the family's understanding and commitment to the process and secondly, the integrity and design of family governance structures which will allow for the seamless execution of the plan. Does your family or family office have a continuity plan? Join us on this webinar to explore the technical and emotional considerations of continuity planning including challenges and common obstacles. Our program speakers will provide an overview of governance models, the family continuity planning process, an assessment tool for family readiness, and how to best prepare family members for governance roles and communication requirements to achieve the desired results. In addition, the speakers will share the experience of building a sustainable multi-family office with the proper governance structures and succession plans in place. This webinar will incorporate real case examples and stories that illustrate main points of continuity planning.