Ask a FEA
Ask A FEA – Shelley Forsythe on Developing Ownership
Published: Oct 24, 2019
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 […]
This is Member-Only Content
Please log in to access Member content.
Not a Member?
Learn about Business Family Membership or becoming a Family Enterprise Advisor.