Family Office Exchange FOXCast Series: Creating an Owner’s Manual for the Family Enterprise
Josh synthesizes some of the common challenges faced by owners during such times of family transition or untimely disruption. Josh describes the importance of having a 360-degree view of the family’s information and introduces the concept of a “family owner’s manual” that can allow a family to identify blind spots, educate family members and advisors, and prepare a family for an effective, comprehensive, and efficient succession.
More information on the FOX website.
