BEST PRACTICES FOR THE FAMILY BUSINESS - Presented at Modera Wealth Management

November 13, 2018



Thank you to Michael Gibney and Karl Graf of Modera Wealth Management for inviting us to speak at their offices for a morning of learning with their Advisor Study Group.  Our discussion centered on Best Practices for the Family Business.  We covered ways to structure a family business, how to keep a family business running smoothly, and what to do when conflict arises.  We truly appreciate not only the opportunity to speak on the subject of family business but to meet the great people at Modera Wealth Management.  


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