Susan Speaker on “Family Governance and The Single Family Office: Planning for the Next Generation” at the Opal Virtual Family Office Fall Forum. Here are some short clips from that virtual presentation:
Current Events Present Challenges to Family Governance
Practical Suggestions for Preparing the Next Generation of Wealth
Family Governance – who has a voice and a vote
What and when to Communicate to the Next Generation about Wealth
Read Susan’s thoughts on Facilitated Family Meetings, as published in Impact Magazine on October 7, 2020.
On August 11, 2020, Susan was a guest on the “Family Biz Show” webcast.
View this Part 1 video clip to learn Susan’s views on “Sharing Family News and Updates.”
On August 11, 2020, Susan was a guest on the “Family Biz Show” webcast.
View this Part 2 video clip to learn Susan’s views on “Memo of Wishes.”
On August 11, 2020, Susan was a guest on the “Family Biz Show” webcast.
View this Part 3 video clip to learn Susan’s views on “Prenups”
On August 11, 2020, Susan was a guest on the “Family Biz Show” webcast.
View this Part 4 video clip to learn Susan’s views on “Communicating about the Wealth.”
On August 11, 2020, Susan was a guest on the “Family Biz Show” webcast.
View this Part 5 video clip to learn Susan’s views on “Facilitated Family Meetings.”
On August 11, 2020, Susan was a guest on the “Family Biz Show” webcast.
On August 19, 2020, Susan was interviewed by Brett Dearing of BXO Business Owners Exchange on his podcast “The Exit,” which focuses on growth, preparedness, and transition for privately-held and family-owned businesses. The discussion centered on family meetings in this time of Covid, as well as the challenges business owners face dealing with multi-generational wealth and the tricky conversations around wealth transfer.
On August 11, 2020, Susan was a guest speaker, in conversation with with Jane Beddall of Dovetail Resolutions and Michael Palumbos of Family Wealth & Legacy, on The Family Biz Show webinar. The episode was titled “Communication in the Family Business,” and covered such topics as:
* Why discussing the business or the wealth can be tougher than having the “Birds and Bees” talk and what happens if you don’t.
* The good, the bad, and the ugly of family conflict
* How equal and equitable can be a challenge within families and the secrets to navigating them.
* Who would benefit from a facilitated family meeting and why?
Click HERE for a replay!
Or, if you want to watch just the highlights from the 1-hour webinar, here are some short clips from my part of the discussion:
– Communicating about the Wealth
– Prenups
– Sharing Family News and Updates
– The Equal vs Equitable Debate
– Memo of Wishes
– Facilitated Family Meetings