MasterClass Featuring Lady Shokheen Singh Rai: Resilience & Stewardship
Автор: Family Office Access
Загружено: 2025-11-20
Просмотров: 24
Resilience & Stewardship: A Practical Playbook for Protecting Family Wealth
Join Family Office Access's CEO, Danielle Patterson, for a live conversation with Lady Shokheen Singh Rai, entrepreneur, former trial attorney, and Family Office leader, on translating a 400-year heritage of service into practical governance and decision-making.
We’ll explore how she and her brother honor their father’s legacy while pursuing their own paths, what broke after his passing and what it took to repair, and how her Family Office Roundtable approaches trusted collaboration.
Attendee takeaways:
-How family history and values shape day-to-day decisions
-What changes after the loss of a key leader and the first steps that restore order
-How to keep titles, records, and documentation clear and verifiable
-How siblings set roles and boundaries while protecting relationships
-How to recognize pressure points and build personal resilience during transition
-How to work with other families for greater impact
Who it’s for:
Family Offices, next-gen leaders, and managers/advisors seeking a realistic view of governance, documentation, and working with other families.
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