October 25, 2019

Deborah Bing and Todd Smith present "From Obligation to Opportunity: Disrupting the first-generation family office model to reinvent for the future" at the 2019 FFI Annual Conference. 

 

This workshop shares stories of two families attempts to transform a 1st generation Family Office into a multi-generational asset valued by family members: One failure and one success. We explore how they used (nor not!) effective tools and processes to build a new approach to their family offices.

 

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