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Managing Family Dynamics

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.


  • 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:

Managing Family Dynamics Resource List

Family Dynamics Slide Deck

IFC Investors Survey Example