October 27, 2020

Katelyn Husereau along with James Cornell of Fiduciary Wealth Partners present "Zooming in on Opportunity: Seeing the Formula for Next Generation Engagement in Family Offices and Wealth Enterprises" at the Family Firm Institute's Global Conference. 

This session explores intentionality among family businesses as they look to meaningfully engage the next generation. Family offices or wealth enterprises offer unique opportunities for the next generation to engage in value creation efforts. For families that are serious about continuity and growth, intentionality is key. This means linking the interests of the next generation to the activities (existing and potential) of the family office by offering creative pathways conducive to discovering roles that can help foment the kind of curiosity so critical to enabling family continuity. 
The session includes a live case study from James Cornell (seventh-generation owner of Cornell Enterprises) and video case studies from other families that created a family office structure that engaged their next generation.



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