7 Guidelines for Multigenerational Success Moderated by Karen Carlson, Pitcairn 

Most families adopt and evolve a dedicated governance structure over the years and generations, with key triggers prompting an increased focus on how families come together and make shared decisions. Families

often take steps to formalize governance structures around significant transitions – for example, the sale of a business or other liquidity event or shifts in family leadership as new generations enter the fold. These inflection points serve as a chance to institute a better way to make decisions going forward. In this breakout session, we will focus on 7 established best practices for families to consider as they evolve and formalize their family governance practices, as well as conversation starters family members can use to explore their governance needs and priorities.