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Families and the advisers who support them have the opportunity to make a vast positive impact in the world. To harness this potential, they need to develop governance processes—such as family councils, boards, and succession plans–with a Family Enterprise Mindset.


A Family Enterprise Mindset goes beyond surface issues and unlocks the capacity of the family to do good. A Family Enterprise Mindset, grounded in values and enhanced by agility, can help fuel a family’s legacy far into the future.


Join Paul Andrews for an interactive masterclass, with Greg McCann and Dr. Thomas Epperson, which explores the ways that families and advisers can develop a Family Enterprise Mindset by Leading with Values, Developing Capacity, and Practising Agility.

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