At Willow Street Group, we work closely as part of family advisory teams to develop and implement strategic wealth legacy planning. Establishing strong governance is critical to the long term success of these initiatives.

This week, Willow Street Group partner Betty Andrikopolous will speak at Opal’s Family Office & Private Wealth Management Forum as a panelist on Governance and Trusts: Planning for the Next Generation.

Family Governance is a subtle topic that is sometimes difficult for families to address. As families grow and their needs become more complex there is the need for more formal legacy planning and preparation for generational transitions.

The discussion at Opal’s Family Office & Private Wealth Forum will cover why family governance is important with a focus on the structures that are utilized to improve governance. It will also touch on the importance of collaboration by the family’s multi-disciplinary advisory team to avoid common pitfalls.