Webinar - Developing a Family Enterprise Mindset

Overview

Wednesday, Jan 11, 2017 - 04:00am
Wednesday, Jan 11, 2017 - 05:30am

There are many complexities that come with being a family enterprise. What starts out as a family business gradually evolves into multiple businesses, major real estate holdings, multi-generational ownership structures and investment portfolios, along with visibility in the community and on the internet.  Successful families need a thoughtful way to plan for, organize and oversee these complex activities. In this webinar, Sara Hamilton will outline the 5-part framework that FOX has designed to help you establish a road map for your family’s enterprise plan.

    Sara Hamilton, Founder and CEO, Family Office Exchange

    Sara Hamilton is the Founder and CEO of Family Office Exchange (FOX). Sara is the co-author of Family Legacy and Leadership: Preserving True Family Wealth in Challenging Times, © 2010, Wiley & Sons. For the past 10 years, she has served on the Executive Education faculty of the University of Chicago Booth School of Business for the course on Private Wealth Management offered twice a year in Chicago. She is a member of the World Economic Forum‘s Global Advisory Council on the Future of Investing and a board member for the Private Directors Association.
     
    Ms. Hamilton was recently named one of the Top 50 Women in Wealth Management by PAM and was honored with this award for three years running by Wealth Manager. She serves on the editorial boards of the Journal of Wealth Management and Trusts and Estates magazine.