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Beyond The Balance Sheet Podcast

Mar 31, 2021

Governance is ‘the way things are done around here’. It is the development of policies, procedures, and structures and ultimately, it comes down to communication, decision-making, clear boundaries, roles and responsibilities, and finding a way to document this for the benefit of the clients. Today’s guest is Daniel Trimarchi, he is part of the KPMG Private Enterprise Family Business practice, which specializes in family governance and succession planning. In this episode, Daniel shares his experience in creating governance structures, facilitating safe conversations, and removing the advisors biases when working with clients.

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