At a certain level of wealth, families begin to explore governance around its preservation, use, and distribution. Pre-Governance models help families strengthen or restore health in the family system. It guides families and family businesses to see the options and interplay between the interpersonal, legal, financial, and integrated tax issues. When rule sets are later developed, they answer questions like, What can we be passionate about together? or What do we aspire to achieve with our wealth, and why? Join Joe and Shelley as they share decades of experience of both family business conflict counseling and traditional governance and the advisor’s seat at the table.
Conflict Resolution for Affluent Families; presented by Joe Strazzeri, Esq. and Shelley Lightfoot, Executive Director