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The Perils of Mixing Family Office With Family Business

 

Jeff Steiner and Brad Simmons of Mutual Trust explore the dangers of segregating family business from personal family activities to ensure the success of both

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Allison Taff on Preservation and Governance

 

Allison Taff discussed the key ideas of preservation and governance of family wealth in her session on family wealth: From capital creation to capital preservation.

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Strategic planning for the family of wealth

 

Mutual Trust advisers provided an overview of strategic planning for wealthy families including staying together, engaging all its members, vision, mission and values, governance structures and assigning resources.

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Preparing For The Intergenerational Relay

 

Murray Palmer described how he established a family office for his family - The process, learning and best practices.

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