Thu, Sep 15
|Webinar (1 CPD Hours)
Advising Family Enterprises
In affiliation with GTA Accountants & Finance Network. Advising clients engaged in a dynamic family business is challenging because the skills and understanding required cross into all aspects of the family’s shared intergenerational wealth.
Time & Location
Sep 15, 2022, 11:00 a.m.
Webinar (1 CPD Hours)
About the Event
In this presentation you will learn about the differences in process and mindset involved in advising the entire spectrum of a Family Enterprise including intergenerational considerations, governance needs, total wealth planning, communication skills, the three circle model as a tool and planning for all the sources of family enterprise wealth in a strategic, long term approach.
Speaker: Chris Delaney, author of "The Naked Opus: Growing Your Family Wealth for the Long Term" (2018)
Tickets
General
$44.00Tax: HST includedSale ended
Total
$0.00
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