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Teams

Teams . Michael J Perkins TEP Special Counsel Diamond Conway Lawyers. Perspective . Supporting Advisers to unravel problems and clients to effect change. Optimising internal resource capability for requirements management and normal service.

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Teams

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  1. Teams Michael J Perkins TEP Special Counsel Diamond Conway Lawyers

  2. Perspective • Supporting Advisers to unravel problems and clients to effect change. • Optimising internal resource capability for requirements management and normal service. • Supporting practitioners to mesh end client need with available ability • Personal Focus - Building estate services capability in financial services firms.

  3. Successful teams need • Capability / Competence • Connection • Co-ordination • Co-operation

  4. Team Formation • What vision and values bind the team? • Who is the client: • the corporation, or an element of it or • the end client of the corporation? • Who owns the client? (the client???) • To whom are we delivering our result?

  5. Rank priorities and risks • How much can I do myself? • What do I need to outsource? • What can I insource? • Is a collaborative approach to engagement appropriate? • How do I retain control in the engagement

  6. The first challenge... • Is the lead adviser really leading? • Is abdication or delegation driving the referral? • What functions are being retained by the referrer?

  7. Team Objectives - Estates • Affairs Management • By client • For client • Representation • Wealth Preservation • Wealth Transfer • Management Succession • Ownership Succession • Legacy / Social and Community Contribution

  8. What Infrastructure? Systems View Human Relational versus transactional skills Communication style Technical literacy Capacity to team / collaborative What common vision or value bind the team • HR – competency & skill • Co work support • Bringing people to the work • Work origination & engagement • Matter & Workflow Ownership

  9. Who implements the plan? • Appropriately qualified professionals e.g. those from the fields or professions of: • Financial Planning • Law • Accounting • Tax • Trust & Estate Practice • Family and Business Consulting • Family Dynamics • Management and Social science professionals

  10. Teams • Bind professionals to a common goal • Focus on delivering change and results not just service products • Are amenable to service level agreements if work volume is sufficient • Bring sufficient resources to deal completely with problems • Must be vision, values & results, not ego driven

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