Families and family businesses are often faced with relational family and business dynamics as well as legal, financial, and integrated tax issues. Pre-Governance can help families strengthen or restore health in the family by creating alignment, building resilience and skillsets for navigating change and opportunity, and bringing the full-spectrum of integrated planning to the table. By doing so, we can discover unexpected alternatives, a broader array of choices than previously deemed possible, as well as consensus for action. Then, when traditional Family Governance 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 Carmen as they share decades of experience of both family business conflict counseling and traditional governance and the advisor’s seat at the table.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Joe Strazzeri, Esq. and Carmen Bianchi