Guest Lecture, SMU Cox School of Business; “Managing the Family-Held Business”

DSC01735I’m always excited to return to the Cox School of Business, full time MBA and PMBA program.  Thanks to Prof. John Schoen for having me out for the 5th year in a row as guest presenter.  John has a record 49 students this year!  Topics I will cover include:

  • The challenge of centralized control
  • Understand the difference between estate planning vs. succession planning
  • The need for enterprising families to work continually at managing conflict
  • Implementation of family governance structures and systems




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