Virtual success: a guide to planning online meetings


This guide is developed to help business families adapt their meeting processes to an online format when required.

When it comes to board meetings and annual family assemblies, it’s ideal for the group to meet in person. But when in person gatherings are not an option, keeping the meeting in a virtual format is the next best thing.

Do consider that virtual meetings have their advantages in saving time for both the participants and the organizers. Significant costs are also reduced on travel, accommodations, venue and catering.

Although it's especially a convenient option in times of global crises, these guidelines can also be applied to virtual meetings that are held deliberately out of convenience in the future.

Download the guide below to identify the process and purposeful tools required to plan successful virtual meetings. You will also find out how other clients are staying connected (remotely) outside of business meetings.