How To Make Them Part of Your Regular Wealth Management Rhythm – Number 4 in a Continuing Series
OVERVIEW
Family Meetings Aren’t Just a One Time “Check the box” item. They succeed in promoting trust and communication only if they are part of a continuous process.
Join Family Governance expert Tom Rogerson and Relationship Coach Cathy Rogerson, as they discuss how to make family meetings part of your family wealth management rhythm.
As a recognized leader and pioneer in family governance, Tom Rogerson assists families with communication, philanthropic vision, legacy planning, succession, and education. He brings more than three decades of experience to families, helping them transition significant capital, both financial and human, from one generation to the next.
Tom is a much sought-after speaker for wealthy individuals, family offices and entrepreneurs. His past engagements include The Young Presidents Organization, The World Presidents Organization, Tiger 21, Harvard University Business School, The Lincoln Center, Yale University, Museum of Modern Art, The Nature Conservancy, New York Botanical Garden, The Dallas Foundation, The New York Community Trust, The Boston Foundation, as well as many other organizations.
