Join Family Office Exchange’s Sara Hamilton, Founder and CEO, and Scott Winget, Enterprise Family Clients; along with Family Business Magazine’s Publishing Director, David Shaw, as they explore the complexities and best practices of enterprise governance.
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What makes enterprise families unique is that they share ownership and stewardship of more than just family-controlled businesses. They are the guardians of the legacy, the family trusts, the family philanthropy, and the joint properties, in addition to co-ownership of operating companies. Governance architecture must encompass the sum of all the parts.
As leadership and governance moves from founders to siblings to cousins, the decision-making structures have to evolve as the family matures and the priorities change. In this webinar, examples of the complexities of ownership will be presented in a family dashboard, and governance structures at each generational stage will be discussed. Key steps in the enterprise planning process will be outlined to make shared ownership successful for generations (based on hundreds of interviews with FOX members).
You will learn:
- How family businesses evolve into enterprise families
- How family goals and complexity dictate the type of governance structures needed
- Why governance structures evolve at each generational stage
- The twelve steps in the enterprise planning process to ensure successful outcomes
Founder and CEO, Family Office Exchange
Market Leader, Enterprise Families, Family Office Exchange
Scott Winget is the market leader for Enterprise Families at Family Office Exchange (FOX). In his role, Scott serves as Co-Chair for Enterprise Councils and Executive Councils, where members can share experiences, ideas and best practices with veteran peers in a confidential environment. Scott also serves as relationship manager for Enterprise Family members, in order to understand their unique needs and provide them with access to important research and objective guidance. He is as a member of the FOX leadership team, helping to develop and execute service strategies designed to meet the needs of his market segment, and also participates in new research and thought leadership meaningful to members.
Serving families for over 25 years in the areas or family office, wealth management and estate and tax planning, Scott brings significant experience to FOX and its members. Prior to joining FOX, Scott created and led multi-disciplinary and award-winning consulting groups that provided comprehensive family office services at both Cresset and Ascent Private Capital Management. Earlier, he was a senior wealth planner at Wells Fargo Family Wealth (later, Abbot Downing) and began his career as an income tax and estate planning specialist with Arthur Andersen and EY. Scott has participated in the FOX community for over 15 years.
Scott is a CPA and holds a J.D. from The Ohio State University, where he also earned a B.S. in Business Administration with a dual major in Accounting and Finance. He is a member of the Rocky Mountain Estate Planning Council, Colorado Society of CPAs and the Colorado Bar Association. He has also held several securities and insurance licenses and served on the board of the Mountain Area Land Trust as Treasurer and head of the Finance Committee among other roles with non-profits.
Publishing Director, Directors & Boards
- No cost to attend.
- All participants receive a copy of the webinar materials after the event.
- All particpants will receive the Directors & Boards newsletter featuring real-time news, analysis and thought leadership on corporate governance -- all delivered right to your inbox every Monday morning. You may, of course, opt out at any time.
- Opportunity for questions and feedback.
- Unbiased third-party director education.
- 60 minutes -- maximum value for time.