Money, Money, Money!
What does a successful family business do with all that wealth!? Learn about the purpose and value of a Family Office, including recommended steps to prepare a family business for developing a ‘family enterprise model’ and preparing to enter into a Family Office relationship.
In this webinar, Galliard Founder Lisë Stewart shares information about the challenges of getting all of the family members aligned around an investment and growth strategy, charitable giving, and community involvement. She covers the basics of a Family Office and how to help your client to find the right provider. If you are curious about how a Family Office works or perhaps have experience with this as a strategy for protecting and growing wealth, check out the recording below!