Family Dynamics 2- When and how to incorporate the appropriate family office infrastructure tailored to the family’s wealth level and objectives.

Question 1

Define and describe the terms Human Capital, Social Capital, Financial Capital, and Intellectual Capital as they apply to a family education plan.

Question 2

Describe the elements necessary to conduct a successful family meeting.

Question 3

Describe family governance models.

Question 4

Apply specific family governance models to appropriate family situations.

Question 5

Describe the elements of an effective family mission statement.

Question 6

Determine when it is appropriate to establish a single-family office and when it is appropriate to utilize a multi-family office.