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From Governance to Family Dynamics: Crafting a Unified Approach to Wealth and Family Business Management
Caleb White and Eliza Orleans of CFAR, and Michael Moran, CEO of Walnut Ridge, discuss the importance of building a unified approach across governance systems to wealth and family business management. Participants will leave with:
- An understanding of the unique governance roles within the family, operating company, and family office
- The appropriate metrics for assessing whether governance is working
- Tools for developing and fostering shareholder engagement