In this theme we will explore the keys to creating a thriving and sustainable practice serving legacy families and families in business. We will learn from individuals who are pioneers and innovators what challenges and adversity they overcame to build sustainable practices. These practitioners and innovators will share their thoughts around barriers to success and discuss how we can successfully engage in client-centric collaboration and service. We will also hear proven suggestions and strategies around resources, skills building, training and processes, and in the process accelerate and amplify our learning and practice development.
