Last week Warner attorney Susan Gell Meyers presented a webinar for the Family Office Exchange, an organization which supports wealthy families and their advisors in managing wealth and operating family offices. Susan was joined by Ellie Frey Zagel, founder and President of Successful Generations, which offers services and a community for people in the next generations of high net worth families, family businesses and philanthropists.
For this webinar, Susan drew on her years of experience working with families of wealth, both as a facilitator of family meetings and as a source of assistance as families plan their meetings. Ellie shared lessons learned as a participant in family meetings and experiences shared with her by members of other families.
Ellie and Susan focused on six frequently asked questions:
This webinar is packed with information for families interested in meeting. To watch a replay of this webinar, please click here for the link (you may need to use Internet Explorer to view the video). If you have any questions about family meetings or if your family would like assistance as you begin holding family meetings, please contact Susan Gell Meyers at 616-752-2184 or smeyers@wnj.com.
Click here to see our other blog posts about family meetings.
