Family Meetings

Articles

How To Run A Productive Cross-Generation Family Meeting (Source: Forbes) 

Six Steps Developing Successful Family Meetings (Source: FamilyOffice.com) -

 

White Papers

Family Meeting Resource Guide (PDF) (Willing Wisdom Index)

Family Business Succession – Managing the All-Important Family Component (Source: KPMG, page 26)

 

Additional Tools

Examples of Agenda Topics for Family Business Meetings (PDF) (Source: Family Enterprise Xchange)

Sample of Continuity Family Meeting Agenda (PDF) (Source: Family Enterprise Xchange) 

Sample Family Meeting Agenda (PDF)

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