Private Wealth Management Summit September 2019
Elaine King, MBA, CFP®
Founder and CEO | Family and Money Matters Institute™
Speaker Presentation
Strengthening Corporate Governance through Family Governance Principles
Governance structures are often set up to aid in managing the family’s wealth. There are many instances where this wealth is derived from the family business. In an effort to preserve that wealth, the established family governance systems and structures should be aligned with the family’s corporate governance of the business. Join this interactive session for timely discussion on:
• Creating a family committee that serves as a Board of Directors
• Clarifying the profiles required to establish the Board
• Identifying and establishing clear and specific roles and responsibilities
• Differentiating between the business of the family and the family business
Speaker Bio
Recognized as 2017 People En Español's 25 Most Powerful Latinas, Elaine King Fuentes is the Founder and CEO of Family and Money Matters(TM) Institute whose mission is to empower the family's human and financial capital. She is an international best-selling author, keynote speaker and certified financial planner (TM).
Her award-winning books include; "Family and Money Matters Next Gen", "La Familia y El Dinero Hecho Facil", "Saltarin y el valor del dinero."Elaine is also the Founder of IFAYDI, a 501(c)3 organization helping Latin families with financial empowerment located in Lima, Peru.
Elaine has more than 18 years of experience advising high net-worth families in wealth and legacy planning. Her holistic approach includes both the qualitative and the quantitative aspects of wealth, focusing on trust based family relationships. She has constructed and led teams comprised of certified financial planners, estate and tax attorneys as well as financial analysts and statisticians. She pioneers a value based approach to improve competencies resulting in improved retention and profitability.
Her educational programs focus on empowering the human and financial capacity. They have been delivered to thousands of families around the world from Fortune 500 teams, as well as international schools and nonprofit organizations.
Speaker Presentation
Strengthening Corporate Governance through Family Governance Principles
Governance structures are often set up to aid in managing the family’s wealth. There are many instances where this wealth is derived from the family business. In an effort to preserve that wealth, the established family governance systems and structures should be aligned with the family’s corporate governance of the business. Join this interactive session for timely discussion on:
• Creating a family committee that serves as a Board of Directors
• Clarifying the profiles required to establish the Board
• Identifying and establishing clear and specific roles and responsibilities
• Differentiating between the business of the family and the family business
Speaker Bio
Recognized as 2017 People En Español's 25 Most Powerful Latinas, Elaine King Fuentes is the Founder and CEO of Family and Money Matters(TM) Institute whose mission is to empower the family's human and financial capital. She is an international best-selling author, keynote speaker and certified financial planner (TM).
Her award-winning books include; "Family and Money Matters Next Gen", "La Familia y El Dinero Hecho Facil", "Saltarin y el valor del dinero."Elaine is also the Founder of IFAYDI, a 501(c)3 organization helping Latin families with financial empowerment located in Lima, Peru.
Elaine has more than 18 years of experience advising high net-worth families in wealth and legacy planning. Her holistic approach includes both the qualitative and the quantitative aspects of wealth, focusing on trust based family relationships. She has constructed and led teams comprised of certified financial planners, estate and tax attorneys as well as financial analysts and statisticians. She pioneers a value based approach to improve competencies resulting in improved retention and profitability.
Her educational programs focus on empowering the human and financial capacity. They have been delivered to thousands of families around the world from Fortune 500 teams, as well as international schools and nonprofit organizations.