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