CFAR Presenters: Todd Smith, Megan Helzner

Teaching a Family to Fish: The Annual Family Meeting as a Learning Opportunity

Teaching clients “to fish” should be our goal, and maintaining self-awareness in our role as advisors is critical. Through a case discussion with a next generation family member, Todd Smith and Megan Helzner explore how to use an annual family meeting to promote adult learning that leads to self-management of a family enterprise in this session at the Family Firm Institute's Global Conference Virtual sessions.

Teaching a Family to Fish: The Annual Family Meeting as a Learning Opportunity