Ask A FEA – Shelley Forsythe on Developing Ownership

Shelley Forsythe, FEA, CFP, TEP, MFA-P, CEPA Director, Family Enterprise PlanningBMO Family Office Purpose/goals: What’s the end game (or the goals) you have in mind when you work with owners to prepare the next generation for ownership? SHELLEY: My goals are to guide and educate families on governance and the importance of building a framework […]