Save the Date for this workshop on:
Legacy and Succession Planning
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- About
- Agenda
FOX will present a day of training on family education, sponsored by Wealth Advisor Council member Formues-Fovaltning The event is open to FOX members and qualified prospects. Charlie Grace, Managing Director of FOX, will conduct the training with a case study provided by our host.
The event is free of charge but space is limited.
Legacy and Succession Planning
Agenda
09.00 Welcome and Participant Introduction
09.30 Building a Strong Family Enterprise
10.30 Best Practices & Challenges of Family Ownership
12.00 Lunch
13.00 Developing the Ownership Succession Road Map
14.30 Break
15.00 Case Study: Leading Successful Family Transitions
16.00 Planning for further Family Education
16.30 Meeting Adjourns