Primary Goals

The three primary goals identified for an online community focused on family wealth advising were to gain:

• An understanding of the processes involved in building, sustaining and transitioning family wealth.
• Insights into the complexities of various forms of family business governance, ownership structure and dynamics, and how these issues inform family wealth advising.
• Practical knowledge of the role of the advisor in family wealth advising, with special attention devoted to the skills needed to deal with conflict, identify success factors, and encourage families to work as systems.

Perhaps we should organize the blog into three tracks associated with the primary goals. Post your thoughts and ideas. Thanks.