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Optimizing the vision, mission, objective, goals, strategy, duties, roles and responsibilities |
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Enhancing the overall family strategy, enterprise strategy and development plans |
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Identifying, evaluating, selecting and engaging advisors, family business consultants, investment consultants, family offices, and wealth management firms |
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Assisting with new enterprises, family banks, special purpose entities, and family ventures |
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Assisting with evaluating options to hold, sell or expand family enterprises and owners' future plans |
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Enhancing board, trusteeship and committee charters, duties, responsibilities and roles |
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Developing more effective and efficient processes, practices, measures and accountability |
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Conducting customized education sessions for families, boards, trustees and next generation |
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Assisting with exploring options and best next steps |
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Providing oversight as a board and committee member |
