Investor Readiness: Managing Family Dynamics
March 13: 9:45-10:30
Location: Duck Duck Goose
Description: Successful impact investing relies on clearly defined beliefs. Achieving that clarity can be more complex in a multi-branch or multi-generation family. In this session, you’ll learn effective tools and strategies for managing family dynamics and reaching shared values, principles, and goals.
Objectives:
Learn key frameworks and tools from the fields of family philanthropy, family enterprise, and values-based investing
Connect with experts and peers who’ve navigated complex family dynamics
Speaker: Tony Macklin, CAP®, Principal, Tony Macklin Consulting
Handouts available: