Ep 3. Family Meeting

Ep 3. Family Meeting

Becoming CMO

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On this episode of Becoming CMO, I follow up our discussion of pre-family meetings with a chat about what happens during the family meeting itself. Topics: Family legacy. Sharing the value of assets. Types of assets. Discussing fair vs. equal. Resources: The Lerner Group ...
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On this episode of Becoming CMO, I follow up our discussion of pre-family meetings with a chat about what happens during the family meeting itself. Topics: Family legacy. Sharing the value of assets. Types of assets. Discussing fair vs. equal. Resources: The Lerner Group ...
Read More