Welcome back – feedback from the first family meeting was overwhelming! After a successful off-site meeting, the family decided to continue with a similar theme for the next meeting.
To keep things progressing, Sam met with Steve (our Senior Advisor) to work through a list of questions and suggestions for the upcoming family meeting. Together they agreed that the goals of the next family meeting will be two-fold:
- Understanding how Sam’s children fit into SamCo, either as a family member, employee and/or shareholder – the soft stuff; and
- Bringing in an outside speaker, Sam’s banker, to talk about financial planning – the hard stuff.