-
09Mar 2021
-
11Mar 2021
Campden Wealth will host its flagship 16th North American Family Office Meeting virtually on March 9-11, 2021.
Some of the themes explored at the last meeting included:
- Family and organizational culture
- Next-generation education for successful succession and transition
- Relationship management for non-family execs
- Strategic planning for families (and creating the challenging 5-year plan)
- Communication from inside to out of the family office
- Best practices to set up, or maximize efficiencies, in a family office