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.

Lost your password? Please enter your username or email address. You will receive a link to create a new password via email.