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Giving a Presentation

Family Business  |  Family Office |  Foundation  |  Family Council

Whether you are a leader in the family business, family office executive or director of the foundation your success will depend on the health and well-being of the families you serve.


Without the family being aligned on its strategy, objectives and goals, the chances for successful outcomes is remote. Family dissension and discord can make for a difficult and unpleasant working environment. While mixing family employees and leaders with those that are non-family can become uncomfortable if not handled properly.


These are but a few of the issues that you contend with as a non-family member that serve families of wealth and their business interests.

We realize the extreme importance of your involvement in the Rising Forums process. As such, we have arranged for you to be a key participant in the tri-annual Family-Business Consultations. There, you will participate with the member and parents to discuss how to leverage the information and experiences that have come about through Forum life over the past trimester and look ahead to what topics are upcoming.

You are also invited to participate in the periodic, Special Interest Virtual Conferences, the all-day Family-Business Forums, the national Family-Business Summit, and when appropriate, the Weekend Resort Retreats.

"The purpose of life is not just to be happy. It is to be useful, to be honorable, to be compassionate, to have it make some difference that you have lived and lived well." - Ralph Waldo Emerson

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