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Family Office Session: Creating an Effective Team for the Family Office

The biggest asset of any family office is the staff that supports the family clients. Hear from two family office human resource executives about the elements and process to consider in building an effective team that delivers the best client experience for the family. The executives will discuss leadership and team building strategies and offer practical examples to build the best team ever to support the family. The basic tenets of building an effective family office team will include leadership, assessing talent, building a team and culture. Actionable take-aways will be included that walks you through the headlines of those tenets with apply-at-home exercises and additional resources.

Bonnie Gauger, Johnson Keland Mgmt., Inc.
Cassie Atteberry, Chinquapin Trust Co.

Moderator: Mariann Mihailidis

Earlier Event: September 25
Later Event: September 25
Peer Group Table Topics & Lunch