What do you think of when you read/hear the word “engagement”? How do you “engage” with your family members and shareholders today? Does your “engagement” pattern change depending on who you are engaging with? This session will take you back to the very basics of engagement by leveraging the strength of Jay Hughes’ five Family Capitals — Human, Intellectual, Social, Relational and Financial. We will learn:

How to (re)define “engagement” in the context of your family organizational and governance structure

Key elements for successful engagement through technology

How to create a phased approach and strategic plan to execute your engagement goals and maintain the family legacy