Podcasts about purposeful planning institute

In this episode of Money Tales, our guest is Marlis Jansen. Marlis was one of our first guests and shared her money tales in episode number five. She joins us this week to talk about the HEARTS framework she developed for achieving financial wellbeing. Marlis describes financial wellbeing as possessing solid financial skills and deep emotional intelligence about money, so that we can meet our financial responsibilities, reduce stress and live more purposeful, joyful and impactful lives. We go deep into HEARTS in this episode, which is an acronym for each of the components for achieving financial wellbeing. Marlis Jansen is a licensed psychotherapist who is trained in wealth psychology and a sixth-generation member of a family of stewardship. This combination of professional training with lived experience gives her a unique perspective on the nuances and complexities of owning financial wealth. Prior to founding Graddha, Marlis worked for several healthcare startups and spent a decade as a stay at home mom.  As a product developer in the healthcare information technology space, she designed strategies to maximize trust and safety for patients to help them take ownership of their health decisions. Marlis also served as Director of Business Development and Director of Product Development in a couple of health care startups.  Her experience as a mom inspired her to contemplate how we ascribe value to people and work. Marlis holds a Bachelor of Arts degree in Anthropology from Harvard University, a Master of Arts degree in Psychology from the California Institute of Integral Studies and a Graduate Certificate in Financial Psychology and Behavioral Finance from Creighton University Heider College of Business. She is an active member of the Purposeful Planning Institute, Financial Psychology Institute and the Financial Therapy Association. She serves on the Board of the Stone Age Institute and, since 2009, has served as Vice President of The Springcreek Foundation, her family's private philanthropic foundation. Marlis speaks French well and is proficient in Spanish and Norwegian. She loves to enjoy home cooked family dinners, hike Mt. Tam with her family and dogs, travel in unfamiliar countries and cultures, and stay up late playing board games.

Cathy Carroll shares on Conflict Management and Hug of War About: Cathy learned about family business leadership the best way you can – by leading her family business. After a twenty-year corporate career, she led her father's business and instantly recognized a difference between leadership in a family business vs leadership in a large corporation.   Founder and President of Legacy Onward, Inc., Cathy Carroll is a family business leadership coach and author of Hug of War: How to Lead a Family Business With both Love and Logic. Cathy earned certificates in both Leadership Coaching and Executive Facilitation at Georgetown University, an MBA at the University of Chicago Booth School of Business, and a BA at Boston College.  She is also a Professional Certified Coach (PCC) in the ICF. An active member of the community, Cathy currently serves as Vice-Chair the Board of the Purposeful Planning Institute and co-founder & Treasurer of A Leg To Stand On which provides prosthetic limbs to children in developing countries.   Should you fire your deadweight brother-in-law or comply with your mom's pleas to give him a raise? Should you pay all your kids the same, or based on the market? These are the questions family business leaders confront due to the opposing expectations of the family and the business. Hug of War offers new a path forward. When the competing impulses of the family mindset and the business mindset are embraced as a polarity, leaders transcend either-or thinking and craft better solutions that embrace the best of both mindsets.   With stories that take you into the hearts and heads of real-life family business leaders, Hug of War offers  a bridge to greater harmony in your family, greater clarity in your mind, and greater peace in your heart.  LINKS www.legacyonward.com www.legacyonward.com/hug-of-war

Judi Cunningham is the founder of Trella Advisory Group, a consulting firm that works with family enterprises and families of wealth. She holds a Master's in Family Systems Counseling and over 25 years of experience working with complex enterprising families. Judi is known for her innovative educational initiatives. She pioneered the Family Enterprise Advisor Program, establishing global standards for professional advisors.  Judi serves as the Chair of the Board for the Purposeful Planning Institute which helps advisors serve families of wealth. 

Melissa Mitchell-Blitch helps families navigate decisions, conflict, and change related to business and wealth. She is a former CPA and financial advisor -- who left her career in finance to earn a Master's in Psychology and focus on the "people side" of family business and wealth. Her approach is solution-focused. She helps clients develop skills and mindsets necessary to navigate the challenges they face. She has an empathetic yet direct style, which allows her to work well with a wide variety of people. Melissa is also the author of In the Company of Family: How to Thrive When Business Is Personal and Purposeful Planning Institute's Dean of Individual Development. She lives in Charleston, SC and serves clients across North America.   Get in touch with her! melissa@melissamitchellblitch.com melissamitchellblitch.com

Dive deeper with Susan and Rick as they continue their captivating conversation. Explore how Susan's work with financial planners empowers financial therapists. They'll delve into the future, questioning the role of Artificial Intelligence and championing the power of Authentic Intelligence in both professions. Get ready for insightful perspectives and a glimpse into the evolving landscape of financial wellness.#money #values #financialplanning #financialtherapy #financialpodcast #rickkahler #discussingmoney #relationship #psychology #financialbehaviors #moneyscripts #emotions #sarahbradley #financialtransitions+ Website for Podcast: https://thefinancialtherapypodcast.com+ Website for Financial Therapy Appointments: https://advanced-wellbeing.com+ Website for Financial Planning Appointments: https://kahlerfinancial.comAbout Susan Bradley:Susan Bradley, CFP®, CeFT® is the founder of the Sudden Money® Institute (www.suddenmoney.com), which began in 2000 as a community of practice seeking to build a universal and repeatable financial planning model for clients facing life transition events. This think tank has created the tools and process for the humane side of managing financial change and the Certified Financial Transitionist® (CeFT®). The Financial Transitionist® Institute is the training, coaching and certifying division of the Sudden Money Institute. There are now CeFTs in five continent, serving a wide rang of clients using many different business models. The focus for 2023 is a public awareness campaign on the importance of Transitions Literacy and the value of expert advice during life changing events. Susan has served on the FPA's National Board of Directors, she has served on the National Football League's Players Association's Financial Education Advisory Board, and she serves as the Dean of Transitions for the Council of Deans of the Purposeful Planning Institute. She is a founding member of the Nazrudin Project studying the psychology of money since 1994. She is seen and heard frequently in the national media, including NBC's Nightly News, CNN, NPR, The Wall Street Journal and The New York Times. She is the author of Sudden Money: Managing a Financial Windfall (Wiley 2000), Shaping Change, How To Respond When Life Disrupts Your Retirement Plans, and her TEDx Wilmington Women talk is called, “Change launches you into the next great chapter of your life, whether you like it or not.” A podcast that blends the nuts and bolts of financial advice with the emotions that drive making them.Rick Kahler, CFP®, CFT-I™, has helped people make better money decisions by integrating financial planning. He blends the nuts and bolts of financial advice with the emotions that drive making them and shares them on his financial therapy podcast.

“Generativity is the human impulse to nurture, to do good things for the next generation and to see myself, my life, in a sense, being extended through the possibilities in my children and grandchildren.” Today, in conjunction with the James E Hughes Jr. Foundation, I'd like to present my interview with one of Jay's longtime collaborators John A. Warnick.  John A., as he is known, is the founder of the Purposeful Planning Institute, which trains lawyers, financial planners, trustees, and wealth managers to work with clients on their planning that is congruent with their core values and vision.  He was a long-time trusts and estates lawyer himself in Colorado with the firm Holme Roberts and Owen, where he chaired the Private Clients Services Group.  He left the firm and began collaborating with Jay Hughes and Tim Belber, and began to focus on ensuring that the affluence of his clients was a positive force in the lives of their following generations.  John A received his bachelor's magna cum laude from Brigham Young University and his JD from George Washington University with honors. Please enjoy my interview with John A Warnick. Purposeful Planning Institute:  https://purposefulplanninginstitute.com NOTE:  This podcast is for educational and entertainment purposes only.  Anything said by the guests or host should not be construed as legal or investment advice.  Thanks for listening. Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.  FOLLOW JOE: https://twitter.com/joereillyjr WEBSITE: https://www.circulus.co/ PRIVATE CAPITAL PODCAST:   https://podcasts.apple.com/us/podcast/private-capital/id1644526501 Thanks for listening.  If you like the podcast, please share it with your friends and take a minute to leave us a review on Apple Podcasts.  We appreciate it. ©2024 Joe Reilly

Today we are speaking with Gunther Weil.   Gunther has known some of the 20th century's most interesting psychologists including Carl Rogers, Abraham Maslow, Gordon Allport, Timothy Leary and Henry Murray as well as such names as Tony Robbins and Eckhart Tolle.  We talk about them, his journey in and out of the psychedelic world, and his later work with Jay Hughes and John A Warnick at the Purposeful Planning Institute, where he was their longtime Dean of Values.  Gunther is a deeply thoughtful guest and his reflections on life, values, transcendence, grace and his own experiences of the various insightful communities he was involved in over the years. Gunther M. Weil, Ph.D. is the founder and CEO of Value Mentors.  He is an organizational consultant, family advisor, executive coach, educator, and psychologist. For the past 35 years, he has provided wise guidance to senior executives, family businesses, and for-profit and non-profit organizations in the areas of values-based leadership and organizational culture, innovation, team building, strategic planning, conflict resolution, and executive wellness.  Weil earned his doctorate from Harvard University in 1965 and served as a Fulbright Scholar in Oslo, Norway. His early professional mentors included Carl Rogers, the creator of Client-Centered Psychotherapy, Arne Naess, the founder of Deep Ecology, and Abraham Maslow, the father of Humanistic Psychology.  He is also a 40-year practitioner of Tai Chi Chuan and Master Instructor of Qi Gong. NOTE:  This podcast is for educational and entertainment purposes only.  Anything said by the guests or host should not be construed as legal or investment advice.  Thanks for listening. WEBSITE:  ValueMentors:  https://valuementors.com Names and Concepts Mentioned in the Podcast: Gordon Allport:  https://en.wikipedia.org/wiki/Gordon_Allport Willem Nyland:  https://www.gurdjieff.org/nyland.htm Ralph Metzner:  https://en.wikipedia.org/wiki/Ralph_Metzner George Kelly:  https://en.wikipedia.org/wiki/George_Kelly_(psychologist) Frank X. Baron:  https://en.wikipedia.org/wiki/Frank_Barron_(psychologist) Milton Erickson:  https://en.wikipedia.org/wiki/Milton_H._Erickson Arne Ness: https://en.wikipedia.org/wiki/Arne_Næss George Gurdjieff:  https://en.wikipedia.org/wiki/George_Gurdjieff PPI/John A Warnick:  https://purposefulplanninginstitute.com/john-a-warnick/ Jay Hughes:  https://jehjf.org David McClelland:  https://en.wikipedia.org/wiki/David_McClelland Henry Murray:  https://en.wikipedia.org/wiki/Henry_Murray Milton Rokeach:  https://en.wikipedia.org/wiki/Milton_Rokeach Carl Rogers:  https://en.wikipedia.org/wiki/Carl_Rogers Abraham Maslow:  https://en.wikipedia.org/wiki/Abraham_Maslow Eckhart Tolle:  https://en.wikipedia.org/wiki/Eckhart_Tolle Jacob Needleman The American Soul:  http://www.jacobneedleman.com/the-american-soul TAT - Thematic Aptitude Test:  https://en.wikipedia.org/wiki/Thematic_apperception_test NLP Neurolinguistic Programming:  https://en.wikipedia.org/wiki/Neuro-linguistic_programming Concord Prison Project:  https://en.wikipedia.org/wiki/Concord_Prison_Experiment Good Friday Experiment:  https://en.wikipedia.org/wiki/Marsh_Chapel_Experiment Walter Pahnke:  https://en.wikipedia.org/wiki/Walter_Pahnke Harry Harlow Attachment in Chimps:  https://www.simplypsychology.org/harlow-monkey.html Konrad Lorenz Imprinting:  https://www.simplypsychology.org/konrad-lorenz.html Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.  FOLLOW JOE: https://twitter.com/joereillyjr WEBSITE: https://www.circulus.co/ PRIVATE CAPITAL PODCAST:   https://podcasts.apple.com/us/podcast/private-capital/id1644526501 Thanks for listening.  If you like the podcast, please share it with your friends and take a minute to leave us a review on Apple Podcasts.  We appreciate it. ©2023 Joe Reilly

In this episode, we delve deep into the world of wealth management and family advisory services and explore the evolving landscape of financial wealth planning. Dr. James Grubman, a renowned expert in family wealth psychology and author of Strangers in Paradise and Wealth 3.0, shares his profound insights and expertise on this critical subject. Dr. Grubman is a distinguished figure in family wealth and well-being and has made a mark with his profound understanding and enduring contributions to the field. In our conversation, we unpack the wealth management landscape through a psychological lens. We discuss the definition of wealth, the complex family dynamics and hurdles faced when adapting to elevated levels of wealth, and the essential role parents play in imparting financial responsibility to their children. We also explore the fundamentals when embracing the cultural norms associated with affluence, the psychological and practical ramifications of avoiding or overcompensating for wealth, the changing landscape of family wealth management, and much more. Listeners will also gain a comprehensive understanding of the evolution of wealth management, from traditional approaches to the transformative Wealth 3.0, along with insights on nurturing strong family relationships in the context of affluence. Dr. Grubman's wealth of knowledge and engaging storytelling make this episode a must-listen for those interested in the future of wealth management. Tune in now!   Key Points From This Episode:   Dr. Grubman's definition of wealth and why wealth is relative. (0:04:06) How common is becoming wealthy compared to being born wealthy. (0:07:12) Family dynamics and challenges when adapting to higher levels of wealth. (0:11:01) Why modelling healthy personal financial management is vital for children. (0:16:00) Discover how the origins of wealth influence the ability to psychologically adapt. (0:20:34) Essential considerations when adopting the culture of wealth. (0:23:00) Possible reasons why someone may avoid adopting the culture of Wealth 3.0. (0:27:48) The implications of avoiding and overcompensating for the culture of wealth. (0:30:03) Explore what contributes to the successful integration into the culture of wealth. (0:35:23) Common barriers that prevent learning and adapting to higher levels of wealth. (0:37:10) Aspects parents should consider when preparing their children for wealth. (0:40:30) His perspective on professional advisors in managing family wealth. (0:46:36) Unpacking the evolution of the wealth management landscape. (0:48:37) He explains why the negative psychological implications of wealth have persisted. (0:53:48) Insights into the definition and concept of Wealth 3.0. (0:55:47) New skills advisors need to develop to be successful in the Wealth 3.0 generation. (1:00:20) Advice for finding financial advisors that are Wealth 3.0 savvy. (1:02:22) What Dr. Grubman is excited about in the emerging Wealth 3.0 era. (1:09:16) Dr Grubman shares his definition of success. (1:12:10)   Links From Today's Episode: Dr. James Grubman — https://jamesgrubman.com/ Strangers in Paradise — https://www.amazon.com/Strangers-Paradise-Families-Wealth-Generations/dp/0615894356 Wealth 3.0 — https://www.amazon.com/Wealth-3-0-Future-Family-Advising/dp/B0C9SHFSGM/ Cross Cultures — https://www.amazon.com/Cross-Cultures-Families-Negotiate-Generations/dp/1517626609/ Family Firm Institute (FFI) — https://www.ffi.org/ Purposeful Planning Institute — https://purposefulplanninginstitute.com/ STEP — https://www.step.org/ Ultra-High Net Worth Institute (UHNW) — https://www.uhnwinstitute.org/ Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/  Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://twitter.com/RationalRemind Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.ca Benjamin Felix — https://www.pwlcapital.com/author/benjamin-felix/  Benjamin on X — https://twitter.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Cameron Passmore — https://www.pwlcapital.com/profile/cameron-passmore/ Cameron on X — https://twitter.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/

We were thrilled to have Susan Turnbull back to lead our November Empower Women event, Gratitude, Wisdom & Blessings: Writing an Ethical Will for Your Loved Ones. In this event, Susan explored a beautiful and venerable instrument of legacy that makes a place for your own voice alongside the cold legalese of your legal will, help you gain a thorough understanding of what ethical wills are. She also shared inspiring examples that reveal different approaches for creating them and provided templates and tips for writing a legacy letter that will be highly satisfying for you to create, and will be treasured forever by those you love.   Susan is a former journalist and her presentations, tools and services are known for a uniquely personal and practical focus on the qualitative aspects of estate, financial and philanthropic planning. She is the author of The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will, co-author of Across Generations: A Five Step Guide for Creating an Expression of Donor Intent, and creator of LifeLegacy Cards. All are designed for those who agree that wealth transferred to future generations has both tangible and intangible dimensions. Susan is a member of the Boston Estate Planning Council, the Purposeful Planning Institute and the Personal Historians Network Northeast. She and her husband live in Manchester-by-the-Sea, Massachusetts.     General Disclaimer: Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.  

This week, I have the pleasure of speaking with Kristin Keffeler, Chief Learning Officer at the Johnson Financial Group. Kristin is a celebrated author of such influential books in our industry as the recently published Wealth 3.0: The Future of Family Wealth Advising, and The Myth of the Silver Spoon: Navigating Family Wealth & Creating an Impactful Life. She is also the Dean of Family Positive Psychology at the Purposeful Planning Institute. Kristin is passionate about the challenges and opportunities facing the rising-gen members of enterprising families, a subject she covers in depth in her influential book, The Myth of the Silver Spoon. She delves into the topic here, especially focusing on how the strengths-based approach can unlock the rising gen's potential for success, happiness, and impact. She also describes the challenges that are potentially holding back rising-gen members and their parents – the things she calls “clutter” in her book – and offers suggestions on how to overcome them. Kristin also talks about the core theses of her other recently released book, Wealth 3.0, which she co-authored with Jim Grubman and Dennis Jaffee. This visionary book has been widely seen as primarily focused on or aimed at the family wealth advisor profession and its impending evolution, however, Kristin talks here about the clients, the families who are served by the advisor community, and the role they too play in the Wealth 3.0 evolution. She describes how family member education, awareness, and expectations of what Wealth 3.0 is and how it should serve them are critical drivers of the coming change. Kristin also offers some practical tips and tools for family members, including parents and the younger generations. She indicates what parents can do to enable a positive strengths-based engagement and to catalyze the evolution of their family and advisor interactions and processes toward the Wealth 3.0 model. She also outlines the opportunities for the younger generation and the role they can play to bring about and drive the positive, strengths-driven Wealth 3.0 approach of engaging with their family, the family enterprise, and the advisor ecosystem that surrounds them. Don't miss this engaging conversation with one of our industry's foremost thinkers and practitioners specializing in the rising gen and their success and well-being.

· Cindy helps individuals, family enterprises, business owners and family offices navigate the complexities and opportunities that come with wealth. As an integrated advisor, Cindy draws on over 35 years of legal, fiduciary, trust and governance experience in professional services firms, financial institutions, and family offices. She uses her skills to provide an objective perspective and facilitates understanding of how complex family, business and ownership structures can impact family dynamics and family wealth continuity. · Cindy's education and designations include B.Comm, FCPA*, LL.B., LL.M, TEP, ICD.D. and Family Enterprise Advisor*. To support her expertise in working with families she is an active member of several thought leadership organizations including the Society of Trust and Estate Practitioners (STEP) and the Purposeful Planning Institute. As a lifelong learner, Cindy values the importance of ongoing education and supports families in their education journey including in her role as Chief Learning Officer for Tamarind Learning Canada. · Cindy strongly believes in giving back to professional and charitable causes. Throughout her career, Cindy has been actively involved as a national and international speaker, author and committee / board member for a variety of professional organizations including: TEC Canada, STEP, Family Firm Institute, Purposeful Planning Institute, CALU, Chartered Professional Accountants of Alberta, the Canadian Bar Association and the Canadian Tax Foundation. She was a member / Chair of the STEP Worldwide Business Families Global Steering Committee from 2018 – 2022. · In 2018 Cindy was awarded “Trusted Advisor of the Year” in the prestigious global STEP Private Clients Awards and she was recently announced as finalist in the 2023 STEP Worldwide Family Business Advisory Practice of the Year category. · Cindy's charitable causes focus on individual and community mental health. She is a former board member for both the Canadian Mental Health Association – Calgary and Alberta. Cindy is also proud to be an alumni of Outward Bound Canada summiting Kilimanjaro in 2012 in support of OBC's Women of Courage program.

Susan Turnbull is the founder and Principal of Personal Legacy Advisors. She the author of The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will, and creator of Life Legacy Cards and the Life Legacy Conversations Tool, all designed for those who agree that wealth transferred to future generations has both tangible and intangible dimensions. Susan is a member of the Boston Estate Planning Council, the Purposeful Planning Institute and the Personal Historians Network and has been featured in many national publications.

We may try to ignore, minimize, or delay dealing with a conflict. And then we can pivot in the other direction and rush to jump into action. Better to make a plan about how to address it. Start with who, what, where, when, how, and why. And perhaps add in a “what if” to allow for the dynamics of addressing the situation.Learn more about the Purposeful Planning Institute here: https://purposefulplanninginstitute.com/Do you have comments or suggestions about a topic or guest? An idea or question about conflict management or conflict resolution? Let me know at jb@dovetailresolutions.com! And you can learn more about me and my work as a mediator and a Certified CINERGY® Conflict Coach at www.dovetailresolutions.com and https://www.linkedin.com/in/janebeddall/.Enjoy the show for free on your favorite podcast app or on the podcast website: https://craftingsolutionstoconflict.com/And you can follow us on Twitter @conflictsolving.  

Welcome to Let's Talk Family Enterprise, a podcast that explores the ideas, concepts, and models that best serve Family Enterprise Advisors in supporting their clients.   All views, information, and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterprise Canada.   Description Host Steve Legler speaks with David York, author of The Gift of Lift and Entrusted, about the concept of stewardship and how it applies to enterprising families. York also shares his three questions that every rising generation family member needs to have answered, along with his views on the continuum that runs from entitlement to enslavement. Guest bio David R. York David R. York is an Attorney, Certified Public Accountant, and Managing Partner with the Salt Lake City law firm of York Howell. David practices law in the areas of estate planning, tax, business planning, and non-profit entities. He is a Fellow with the American College of Trust and Estate Counsel (ACTEC) and is the Dean of Legacy with the Purposeful Planning Institute. David has extensive experience in designing and implementing advanced wealth planning strategies for high-net-worth clients. He is the co-author of three books, Entrusted: Building a Legacy That Lasts, Riveted: 44 Values that Change the World, which after its release was the #1 Business Ethics book on Amazon, and The Gift of Lift.   You can learn more about David R. York on his website and LinkedIn.   Key Takeaways [:26] Steve Legler welcomes David R. York to the podcast and asks him to talk a little bit about the subtitle of his latest book: Harnessing the Power of Stewardship to Elevate the World.   [4:21] David played “slug bug” as a kid, he makes a parallel with looking for and finding examples of stewardship in the world.   [5:50] Though we use and hear the word a lot, stewardship is rarely defined. David offers the working definition he came up with in his book as well as the opposite of stewardship: consumerism.   [8:36] Transcendence and investment characterize stewards, David talks about the ill-perceived trait of entitlement and shares his experience in a five-generation vineyard in Verona.   [11:49] Stewards have a unique perspective on the relationship with the past, present, and future. David shares the four key building blocks of stewards.   [13:55] David dives into the notions of equality of opportunity and cost versus value. He also touches on the four Ps: purpose, preparation, perspective, and participation.   [18:35] The insidious problem of snowplow parenting and the problem of perceived entitlement.   [20:11] The three critical questions David poses to help families surmount the biggest issues surrounding wealth transfer.   [25:16] Entrusted is right in the middle between entitlement and enslavement; Steve and David break down how to keep the balance through rights and responsibilities.   [29:04] David's reading recommendations and his advice for advisors.   [32:12] Steve thanks David R. York for joining the podcast and sharing so much of his learnings, and signs off until next month.   If you enjoyed today's episode, you can subscribe to Let's Talk Family Enterprise on Spotify, Apple Podcasts, and other podcast apps. Please remember to share this episode with family, friends, and colleagues. Share your thoughts with us at fea@familyenterprise.ca.   Mentioned in this episode The Let's Talk Family Enterprise podcast is brought to you by Family Enterprise Canada. The Gift of Lift: Harnessing the Power of Stewardship to Elevate the World, by David R. York Think Again: The Power of Knowing What You Don't Know, by Adam Grant   More about Family Enterprise Canada Family Enterprise Canada (FEC) FEC on Facebook FEC on Twitter FEC on LinkedIn  

Ep 83. Navigating the Complexities of Family Wealth: From Family Business to Family Office  On this episode of The Family Biz Show, Kirby Rosplock*, founder of Tamarind Partners, shares her journey growing up in a multi-generational family business and becoming a consultant. We covered topics such as the history of Kirby's family business, challenges faced by women in patriarchal family businesses, and planning for the future of family wealth. Kirby also discusses managing wealth and services available for families with varying net worth. Don't miss this unique episode & share with others who might enjoy!  OUR GUEST  KIRBY ROSPLOCK*  Kirby is the founder of Tamarind Partners, Inc., a leading family office consultancy named Best Family Office Management Consultancy (2019) and Best Family Wealth Counseling by the Family Wealth Report (2019, 2022). She is also the Chief Learning Officer and founder of Tamarind Learning, an online learning platform for families, beneficiaries, and their advisors named Best Specialty Service Provider (2022) by the Family Wealth Report. Recognized by her peers as an innovator, educator, trusted advisor, lauded author, and world-renowned speaker, Kirby helps both business-owning families and family offices.  Born into a complex enterprising family, Kirby understands first-hand being a beneficial owner, inheritor, fiduciary, board member, and an operator.  Kirby combines her life experiences with her passions for research, client advisory, and her love of writing, which have culminated in many articles, research studies, and books including The Complete Family Office Handbook (2014, 2021) and The Complete Direct Investing Handbook (2016). Kirby received honors including the prestigious Family Wealth Industry Thought Leadership award in 2018 from the Family Wealth Alliance and the Richard Beckhard Practice award for life-time achievement and outstanding contributions to family business practice from the Family Firm Institute (FFI) in 2018.  Kirby earned her undergraduate degree from Middlebury College, her MBA from Marquette University, and her Ph.D. from Saybrook University. For more than 20 years, she has worked in the world of finance, family wealth, and family business, including working in the securities industry for a broker-dealer and more than a decade in a prominent multi-family office as the head of Research and Development. Kirby is Dean of Family Office at the Purposeful Planning Institute, a Fellow and faculty at the Family Office Real Estate Institute at the University of Denver, former FFI GEN Faculty, co-trustee of the Harbeck Family Foundation, and currently serves on various advisory boards.    ---  If you're a family business or a family business consultant and want to be on the show, share your story and help other family businesses, send us an email to producer@thefamilybizshow.com or visit us at The Family Biz Show | Family Business Podcast With Michael Palumbos (familywealthandlegacy.com) to fill out our web form!  -  CRN-5713295-053123  *not affiliated with Lincoln Financial Advisors Corp.  Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Family Wealth & Legacy, LLC is not an affiliate of Lincoln Financial Advisors Corp. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances. 

Courtney Pullen is the President of the Pullen Consulting Group with more than 25 years of experience in individual and family coaching. In this revisited episode, Courtney joins us  to explain the importance of teaching financial literacy as early as possible to your children. He says that it would help if you were intentional when talking about wealth and finances with your family. Plus, Courtney explains how to pass on the proper values to your children around wealth. Tune in as we chat about grit, teachable money moments, and dealing with your own money issues.   IN THIS EPISODE: [01:50] When are kids ready to hear about how much money is in your family?   [04:20] You need to be intentional when it comes to talking about money.  [09:30] How wealth can hinder the process of instilling values to your children.  [12:30] We need to not deprive our children of the opportunity to earn.  [21:20] An example of how Courtney promotes grit into his children.    KEY TAKEAWAYS: You need to teach your kids financial literacy from a young age; the sooner, the better!  Let your kids make money mistakes; anything can be a great teachable moment. Define the purpose of your wealth; that way, you can pass on the proper values in your children.  Parents need to deal with their own money issues before teaching their children about money.  LINKS MENTIONED: Website www.PullenConsulting.com   LinkedIn https://www.linkedin.com/in/courtney-pullen-54a1035/ BIO: Courtney Pullen M.A. is the President of the Pullen Consulting Group.  He has more than 25 years of experience in individual and family coaching, business and management consulting, leadership development, communication, and team building.   Courtney received his graduate degree in Psychology from the University of Northern Colorado in 1983.  He was a Clinical Associate at the School of Professional Psychology at the University of Denver and an Adjunct Professor at the University of Colorado at Denver.  Courtney also spent 17 years as a Senior Consultant with Conversant Solutions, a Communication and Collaboration Consulting firm to Fortune 100 Companies.    Courtney has lectured frequently, conducted numerous workshops, and been published in the areas of individual and organizational change, behavioral finance, communication, and family wealth dynamics.  He is a former contributing editor to the Journal of Financial Planning and the Journal of Practical Estate Planning and is a faculty member of the Sudden Money Institute.  He also holds Fellow status in the Purposeful Planning Institute and is a graduate of the Newfield coaching program.    He has spoken at regional and national conference of the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), Investment Management Consultants Association, (IMCA), and Young Presidents' Organization (YPO), as well as estate planning symposiums and family foundation conferences.   His primary focus is as a consultant to financial services firms and affluent families.  He is the author of Intentional Wealth: How Families Build Legacies of Stewardship and Financial Health.  He is also on CPWA faculty at the University of Chicago Booth School of Business.

On this revisited episode of Beyond the Balance Sheet, James Hughes joins us to speak about family governance and explain why families need it. James is the author of Family Wealth: Keeping It in the Family and Family – The Compact Among Generations. He also discusses the work he has done as an advisor to high-net-worth clients, and what are some of his favorite resources to share for his clients. Tune in as we talk about the four functions needed for the human community to prosper and how power plays a role in family dynamics.   IN THIS EPISODE:   [02:05] What is family governance and do all families need it?  [07:00] How families have been rediscovering themselves during the pandemic.  [10:35] Mr. Hughes speaks about navigating his work as an advisor to families.  [15:15] Working with high-net-worth families, Mr. Hughes recommends his favorite resources.  [21:00] The four functions needed for the human community to prosper.   KEY TAKEAWAYS:   The pandemic has asked people to actually get to know each other again.  Do you know how your family learns? That's something you need to figure out so you can grow and flourish together.  Families can prepare themselves to wake up if they know how each other learns.  All relationships are relationships that involve power. Find ways to use your power together.    LINKS MENTIONED:   Website   www.jamesehughes.com   Power and Love   https://www.amazon.com/dp/B005P2A6IE/   BIO:   Mr. Hughes, a resident of Aspen, Colorado, is the author of Family Wealth: Keeping It in the Family, and of Family – The Compact Among Generations, both published by Bloomberg Press, and is the co–author with Susan Massenzio and Keith Whitaker of The Cycle of the Gift: Family Wealth and Wisdom, The Voice of the Rising Generation, and Complete Faith Wealth, all published by John Wiley & Sons and is a co-author with Hartley Goldstone and Keith Whitaker of Family Trusts: A Guide to Trustees, Beneficiaries, Advisors and Protectors". In addition, he has written numerous articles on family governance and wealth preservation and a series of Reflections which can be found on his website jamesehughes.com.  He was the founder of a law partnership in New York City specializing in the representation of private clients throughout the world and is now retired from the active practice of law. Mr. Hughes was a partner of the law firms of Coudert Brothers and Jones Day.  He is a current active Fellow of Wise Counsel Research Foundation (www.wisecounselresearch.org) a Boston based think tank providing qualitative advice to families who seek to avoid the shirt sleeves proverb and to help their  families flourish. He is a member of the Advisory Board of Arlington Partners; the Chair Emeritus of Lineage Private Trust Company, a Fellow of the Family Firm Institute, a member of the Society of Trusts and Estates Practitioners, a founding member of the Collaboration for Family Flourishing, a Laureate of the Purposeful Planning Institute, and a Founding Advisor to the Sino-American Family Office Foundation. He has spoken frequently at numerous international and domestic symposia on the avoidance of the shirtsleeves to shirtsleeves proverb and on the dynamic growth of families' human, intellectual, social, spiritual and financial capitals toward their families' flourishing. He has authored various Forwards to multiple published works on families and their flourishing and has been cited in the New York Times, the Wall Street Journal and various professional journals. He is a member of boards of various private trust companies, an advisor to numerous investment institutions, and a member of a number of private philanthropic boards. He is a graduate of the Far Brook School, which teaches through the Arts, The Pingry School, Princeton University and The Columbia School of Law. He is a counselor to the Family Office Exchange and recipient of its Founder's Award, the recipient of the Private Asset Management Lifetime Achievement Award, the Ackerman Institute Family Partner Award, and the Wealth Management Lifetime Achievement Award.

Kristin MacDermott is the creator of the Four Family Meetings program. This approach allows families and the individuals within them to begin with a positive perspective through storytelling, move on to the essential topic of handling conflict, explore the importance of boundaries, and strengthen a sense of belonging. You can learn more about Kristin's work here: https://www.macdermottmethod.com/resilientfamilystrategies.com.  You can contact Kristin here: kristin@kristinmacdermott.com.You can learn more about the Purposeful Planning Institute here: https://purposefulplanninginstitute.com/Do you have comments or suggestions about a topic or guest? An idea or question about conflict management or conflict resolution? Let me know at jb@dovetailresolutions.com! And you can learn more about me and my work as a mediator and a Certified CINERGY® Conflict Coach at www.dovetailresolutions.com and https://www.linkedin.com/in/janebeddall/.Enjoy the show for free on your favorite podcast app or on the podcast website: https://craftingsolutionstoconflict.com/And you can follow us on Twitter @conflictsolving.  

Kristin Keffeler, Founder of Illumination360, Dean of Positive Psychology for the Purposeful Planning Institute, certified trainer, author, and co-founder of the Beneficiary Bootcamp, explains why impact = meaning + mattering, and outlines the 4 types of "clutter" commonly attached to legacy or wealth. Hear Kristin's full interview in Episode 20 of Let's Talk Legacy.

Kristin Keffeler, Founder of Illumination360, Dean of Positive Psychology for the Purposeful Planning Institute, certified trainer, author, and co-founder of the Beneficiary Bootcamp, explains the 3 steps to creating a tighter family and tighter vision, why impact = meaning + mattering and how no one has a neutral relationship with money, the 4 types of "clutter" attached to legacy and wealth, the 5 components to human flourishing, and the research in her new book "The Myth of the Silver Spoon" and the way that navigating family wealth can lead to an impactful legacy.Mentioned in the show: Character Strength Assessment Test at ViaCharacter.org

Ep 70 – Navigating Wealth 3.0 & Creating An Impactful Life  In this episode, founder of Illumination360 Kristin Keffeler joins us to discuss the hidden tripwires of inherited wealth, how family business owners can identify the clutter that family money can bring. OUR GUEST  Kristin Keffeler  Kristin Keffeler,MSM, MAPP is a thought leader and consultant at the forefront of a global shift in family wealth advising, known as Wealth 3.0. As the founder of Illumination360 and Chief Learning Officer for the Johnson Financial Group, she guides affluent and enterprising families, rising gen, and the professionals who support them in embracing the positive power of wealth, aligning their vision with their impact. She specializes in human motivation and behavioral change, family dynamics, family governance, rising gen education and development, and intergenerational collaboration. Drawing upon her years of research, private practice advising, coaching the rising generation in affluent and enterprising families(and life experience as the daughter of wealth-creating parents), Kristin believes that members of the rising gen are uniquely positioned to create significant impact in the world, and inspires them to ignite their potential. She is the Dean of Positive Psychology for the Purposeful Planning Institute; sits on the Board of Advisors for the Bailey Program for Family Enterprise at the University of Denver; is a faculty member with the Ultra-High Net Worth Institute; is a certified trainer with 21/64, a national nonprofit for advancing multigenerational philanthropy; and is the co-founder of Beneficiary Bootcamp. She lives in Boulder County, Colorado, with her husband, daughter, and dog Olive.    If you're a family business or a family business consultant and want to be on the show, share your story and help other family businesses, send us an email to producer@thefamilybizshow.com or visit us at The Family Biz Show | Family Business Podcast With Michael Palumbos (familywealthandlegacy.com) to fill out our web form!  ---  CRN-5248124-112322    *not affiliated with Lincoln Financial Advisors Corp.  Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Family Wealth & Legacy, LLC is not an affiliate of Lincoln Financial Advisors Corp. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances. 

Kristin Keffeler: The Myth of the Silver Spoon Kristin Keffeler is a thought leader and consultant at the forefront of a global shift in family wealth advising, known as Wealth 3.0. She guides affluent and enterprising families, the rising generation, and the professionals who support them in embracing the positive power of wealth, aligning their vision with their impact. As the founder of Illumination360, she specializes in human motivation and behavioral change, family dynamics, family governance, rising generation education and development, and intergenerational collaboration. She is the Dean of Positive Psychology for the Purposeful Planning Institute, sits on the Board of Advisors for the Bailey Program for Family Enterprise at the University of Denver, is a faculty member with the Ultra-High Net Worth Institute, a certified trainer with 21/64, a national nonprofit for advancing multigenerational philanthropy, and is the co-founder of Beneficiary Bootcamp. She is the author of The Myth of the Silver Spoon: Navigating Family Wealth & Creating an Impactful Life*. In this conversation, Kristin and I discuss a reality that's true for almost every leader: whether we have wealth ourselves, almost all of us interact with wealthy people. We explore some of the myths of wealth to understand the psychological challenges that wealth often brings. Plus, we learn from what works (and doesn't) for wealthy families so that we can have better conversations about wealth in our own families. Key Points While wealth brings resources, it also brings psychological challenges for many people with wealth. More money doesn't equal happiness. Small inheritances can increase happiness, but large ones do not. Many people with wealth find close relationships a bit of a struggle. While our perception may be that the most wealthy are selfish and greedy, more often individuals (especially next generations) tend to under-identify with family wealth. Ground decisions in values that align with a vision of thriving. There's a huge difference in the next generation having a little bit of ownership in a financial event vs. not having any ownership. Resources Mentioned The Myth of the Silver Spoon: Navigating Family Wealth & Creating an Impactful Life* by Kristin Keffeler Interview Notes Download my interview notes in PDF format (free membership required). Related Episodes How to Reduce Drama With Kids, with Tina Payne Bryson (episode 310) Dumb Things Smart People Do With Money, with Jill Schlesinger (episode 396) The Way to Build Wealth, with Chris Hogan (episode 502) Discover More Activate your free membership for full access to the entire library of interviews since 2011, searchable by topic.

What You'll Learn: How our childhood experiences become the undercurrent of our relationship with wealth How to talk to your kids about money in a way that eliminates fear How to find passion and motivation in children in a family business Why Kjartin recommends low-income, high-impact jobs for children of wealth Holding a family conversation about individual and shared purpose How to build support from the family system How to help children who appear to be unmotivated or disinterested The importance of unconditional positive regard How shame compounds stagnation  Keeping generations connected when Next Gen is exploring new possibilities Looking at the family office as an extension of the family system Making sure the family office represents the family and not just specific individuals   Resources:   https://www.graddha.com https://graddha.medium.com/ https://twitter.com/graddha https://www.facebook.com/Graddha https://www.linkedin.com/company/graddha-inc Bios:   KJARTAN JANSEN, MA, CFA Co-founder and CFO, Graddha   Kjartan brings to Graddha a combination of financial acumen, facilitation training and relevant personal experience. With over two decades in finance, he is committed to normalizing it for clients so they can better navigate the complex landscape of wealth. This involves helping clients define their values, and then creating deep alignment with their financial lives and Relationships.   Kjartan's work is informed by multiple roles in several industries. He began his career in technology consulting. He subsequently held roles in investment banking (equity research), venture capital (clean technology), and as a start-up CFO.    He holds a Bachelors degree in Economics from the University of Bergen in Norway, which included a year studying in Germany as a Ruhrgas scholar. He also holds a Masters degree in Applied Economics from the University of Michigan. Additionally, he is a CFA®️ charterholder. In addition to serving on the board of the family office Springcreek Advisors since 2008, he is an active member of the Purposeful Planning Institute, the Family Firm Institute and The Heritage Institute. He serves on the board of the Ree and Jun Kaneko Foundation, and recently deepened his knowledge of trust administration (Cannon Financials Trust Fundamentals) and family enterprise (Family Firm Institutes Certificate in Family Business Advising). Kjartan speaks five languages. When not working with clients, he can be found pursuing adventure on his skis, bike, or surfboard. He likes to travel with his family to his native Norway and anywhere else he can manage to explore and experience the world with them. Kjartan served in the Norwegian Army and is a serious meditator.   MARLIS JANSEN, MA, LMFT Co-Founder and CEO, Graddha   Marlis is a licensed psychotherapist and certified coach who is trained in wealth psychology. In addition, she is a sixth-generation member of a family of stewardship. This combination of professional training with lived experience gives her a unique perspective on the nuances and complexities of owning financial wealth.   Prior to founding Graddha, Marlis worked in healthcare information technology. As a product developer, she designed call-center based services to assist patients in making health care decisions. Marlis also served as Director of Business Development and Director of Product Development in a couple of healthcare startups. Later, her experience as a mom inspired her to contemplate how we ascribe value to people and work.   Marlis holds a Bachelor's degree in Anthropology from Harvard University, a Masters degree in Psychology from the California Institute of Integral Studies and a Graduate Certificate in Financial Psychology and Behavioral Finance from Creighton University Heider College of Business. She received her certification in integral coaching from New Ventures West.   She is an active member of the Purposeful Planning Institute, Family Firm Institute, The Heritage Institute and the Financial Therapy Association. She serves on the board of the Stone Age Institute and, since 2009, has served as Vice President of The Springcreek Foundation, her family's private philanthropic foundation.   Marlis is proficient in French, Spanish and Norwegian. She loves to enjoy home cooked family dinners, hike Mt. Tam with her family and dogs, travel in unfamiliar countries and cultures, and compel family members to join her in a game of extreme Pictionary as often as she possibly can.

When we want to make a lasting impact and move beyond “What's in it for me?” to “What's in it for we?” we live the life of a steward. David York shares with Kevin that a steward is someone who invests in something bigger than themselves. They know their purpose and create lives with meaning and direction. Even better, when we focus on others, we take the pressure off ourselves. We move away from if-then statements to because-therefore statements, and everyone wins. Key Points David York shares his definition of stewardship and why it matters.  He discusses the four destinations (consumer, dreamer, owner, and steward).  He talks about the connection between stewardship and leadership. Meet David Name: David R. York  His Story: David R. York is the author of The Gift of Lift: Harnessing the Power of Stewardship to Elevate the World. He is also an Attorney, Certified Public Accountant, and Managing Partner with the Salt Lake City law firm of York Howell & Guymon. He practices law in the areas of estate planning, tax, business planning, and nonprofit entities. He is a Fellow with the American College of Trust and Estate Counsel (ACTEC) and is the Dean of Legacy with the Purposeful Planning Institute. York currently serves on the Board of Directors of Holding Out HELP and Healing Nations. Worth Mentioning: 

Rendezvous is the annual gathering of the Purposeful Planning Institute (PPI). It's “the most professionally diverse gathering of its kind and brings together professionals representing more than 20 disciplines for collaborative dialogue, keynotes, and breakout sessions centered on family dynamics, governance, collaboration, philanthropy and personal development and growth” according to the PPI website. The organization includes over 450 members, representing more than 20 disciplines, including lawyers, wealth managers, trust officers, planned giving experts, psychologists and therapists, and family wealth advisors. Despite all these differences, Rendezvous demonstrated an absence of negative conflict. How? A commitment to collaboration, a nonjudgmental tenor, and a welcoming atmosphere – by design and by culture.Do you have comments or suggestions about a topic or guest? An idea or question about conflict management or conflict resolution? Let me know at jb@dovetailresolutions.com! And you can learn more about me and my work as a mediator and a Certified CINERGY® Conflict Coach at www.dovetailresolutions.com and https://www.linkedin.com/in/janebeddall/.Enjoy the show for free on your favorite podcast app or on the podcast website: https://craftingsolutionstoconflict.com/And you can follow us on Twitter @conflictsolving. 

Another week, another entrepreneur! We will discuss: Lessons learned from short term thinking, tips for new hires, when is time to walk away from corporate, strategies for creating an effective and enjoyable company culture, and so much more. Enjoy the show.A highly sought after speaker, he has spoken on the Ted stage as well as such groups as the Million Dollar Roundtable, Q Commons, the Purposeful Planning Institute, the Institute of Family Governance, and the Investment and Wealth Institute. David R. York is an estate planning attorney and CPA with more than 20 years of experience and has worked with over 7,000 clients, including billionaires and business owners, celebrities and sports figures, and entrepreneurs of all shapes and sizes.  He has represented first generation wealth creators, fifth generation wealth maintainers, and everything in between.  He has also worked with individuals, couples and families across the wealth spectrum and countless non-profits looking to make a difference in an all too broken world. Early on, David began to see common traits and characteristics of those who both make positive impacts in the world and who successfully transfer wealth, intentionality and purpose to the next generation and, sadly, those who fail to do so, often with tragic results.Professionally, David is a Certified Public Accountant and Fellow with the American College of Trust and Estate Counsel (ACTEC) and former Chair of the Utah State Bar Estate Planning Section. He has successfully represented clients before the Internal Revenue Service at all levels (Audit, Appeals, and Tax Court) and is a member of the Utah State Bar, the Alaska State Bar, and the Estate Section of the Utah State Bar.David York has been regularly named to Utah Business Magazine's Utah Legal Elite in the field of Estate Planning and is among the highest rated lawyers in the nation with Martindale-Hubbell. York Howell & Guymon was celebrated as one of Utah's Fast 50: Emerging 8 companies in 2016 and one of Inc. 5000's Fastest Growing Companies in America in 2017.Co- author of Entrusted: Building A Legacy That Lasts and Riveted: 44 Values that Change the World, which after its release was the #1 Business Ethics book on Amazon.Co-creator of the Entrusted Planning process, which provides individuals, couples, and families with the clarity needed to put words to their why and to align their individual purpose with their personal estate and financial planning.Guest Website: https://www.davidryork.com/Episode #214 of That Entrepreneur Show- The podcast where founders of companies and brands share their entrepreneurial journeys, lessons learned, tips for success, and more each Friday since 2019.Email: PodcastsByLanci@Gmail.comListen to all episodes here: https://ThatEntrepreneurShow.Buzzsprout.comWebsite:  https://www.VincentALanci.com/YouTubeShow InstagramHost InstagramFacebookTwitterLinkedInFor Digital Editing Inquiries and Potential Podcast Guests: Email: PodcastsByLanci@Gmail.comAdventure by MusicbyAden | https://soundcloud.com/musicbyadenHappy | https://soundcloud.com/morning-kulishow/happy

In this episode of Money Tales, our guest is Jeff Savlov. Jeff started working at an early age in his family business, a growing commercial printing operation. His first role was to peel off strips of silver in the film that was otherwise garbage so they could sell the silver for cash. Jeff learned firsthand the challenges that come with working for your dad. As Jeff shared with us, his dad took out the business frustrations on Jeff because it was safe. Jeff, after all, was family. They ultimately hired a therapist to help address the challenging family dynamics. This experience inspired Jeff's ultimate career decision.Jeff is founder of Blum & Savlov, LLP - Family Business & Wealth Consulting and works with family businesses, high net-worth families, family offices and their advisors with a focus on balancing family dynamics with ownership and management of shared assets across generations. Jeff's specialty is working with families that want their wealth to serve current and future generations in healthy and productive ways and he loves coaching parents on raising children in a family business/wealth context to harness potential and avoid common, painful pitfalls. He speaks in the U.S. and internationally, has been quoted in the NY Times, Family Business Magazine, and authors a popular blog - “The Family Business Minute.”Jeff brings more than 25 years of unique experience in sales and marketing, business ownership, entrepreneurial endeavors and family dynamics training, along with a common sense style, to his consulting work with families. By integrating his diverse business background, extensive academic work and family dynamics/psychological training with his experience working in his family's commercial printing business, Jeff helps enterprising families to balance family dynamics and business so both will thrive for many generations.Having participated in his family's business, Jeff understands first-hand the challenges of balancing the interplay between family and business and the devastation that can befall an otherwise healthy business when this balance is not proactively managed. In the business Jeff's family owned, a consultant was brought in to work with the family, facilitated a successful reorganization of the business and helped rebuild family relationships. This is one of the primary experiences which motivated Jeff's career in family business/family wealth consulting.Jeff holds a Master of Social Work degree from Rutgers University with specializations in group dynamics and family systems theory and has a post-graduate certification from the Institute for Psychoanalysis and Psychotherapy of New Jersey (now the Center for Psychoanalysis and Psychotherapy of NJ) where he is a member of the faculty. He earned an Advanced Certificate in Family Business Advising and Fellow status from the Family Firm Institute (FFI), Boston, MA. In addition, he has consulted with Fortune 500 companies such as Bristol-Myers Squibb, Johnson & Johnson and Schering Plough. He also devotes a portion of his time to performance enhancement with corporate executives and elite high school athletes.Through membership in the Family Firm Institute, an international organization comprised of family business and family wealth advisors, consultants, educators and researchers, and the Purposeful Planning Institute, Jeff has access to the latest trends, developments, best practices and research in family business and family wealth consulting. Jeff is the founder of the Princeton Family Business Consultants Group - an interdisciplinary group of professionals serving enterprising families across the U.S. and convening to develop best practices.Jeff lives in New Jersey with his wife and two children. He coaches youth sports and makes time for his lifelong passion – ice hockey. Jeff approaches his life and work with creativity and a sense of humor.Learn more about Money Tale$ > Subscribe to the podcast

In this episode of Money Tales, our guest is Jeff Savlov. Jeff started working at an early age in his family business, a growing commercial printing operation. His first role was to peel off strips of silver in the film that was otherwise garbage so they could sell the silver for cash. Jeff learned firsthand the challenges that come with working for your dad. As Jeff shared with us, his dad took out the business frustrations on Jeff because it was safe. Jeff, after all, was family. They ultimately hired a therapist to help address the challenging family dynamics. This experience inspired Jeff's ultimate career decision. Jeff is founder of Blum & Savlov, LLP - Family Business & Wealth Consulting and works with family businesses, high net-worth families, family offices and their advisors with a focus on balancing family dynamics with ownership and management of shared assets across generations. Jeff's specialty is working with families that want their wealth to serve current and future generations in healthy and productive ways and he loves coaching parents on raising children in a family business/wealth context to harness potential and avoid common, painful pitfalls. He speaks in the U.S. and internationally, has been quoted in the NY Times, Family Business Magazine, and authors a popular blog - “The Family Business Minute.” Jeff brings more than 25 years of unique experience in sales and marketing, business ownership, entrepreneurial endeavors and family dynamics training, along with a common sense style, to his consulting work with families. By integrating his diverse business background, extensive academic work and family dynamics/psychological training with his experience working in his family's commercial printing business, Jeff helps enterprising families to balance family dynamics and business so both will thrive for many generations. Having participated in his family's business, Jeff understands first-hand the challenges of balancing the interplay between family and business and the devastation that can befall an otherwise healthy business when this balance is not proactively managed. In the business Jeff's family owned, a consultant was brought in to work with the family, facilitated a successful reorganization of the business and helped rebuild family relationships. This is one of the primary experiences which motivated Jeff's career in family business/family wealth consulting. Jeff holds a Master of Social Work degree from Rutgers University with specializations in group dynamics and family systems theory and has a post-graduate certification from the Institute for Psychoanalysis and Psychotherapy of New Jersey (now the Center for Psychoanalysis and Psychotherapy of NJ) where he is a member of the faculty. He earned an Advanced Certificate in Family Business Advising and Fellow status from the Family Firm Institute (FFI), Boston, MA. In addition, he has consulted with Fortune 500 companies such as Bristol-Myers Squibb, Johnson & Johnson and Schering Plough. He also devotes a portion of his time to performance enhancement with corporate executives and elite high school athletes. Through membership in the Family Firm Institute, an international organization comprised of family business and family wealth advisors, consultants, educators and researchers, and the Purposeful Planning Institute, Jeff has access to the latest trends, developments, best practices and research in family business and family wealth consulting. Jeff is the founder of the Princeton Family Business Consultants Group - an interdisciplinary group of professionals serving enterprising families across the U.S. and convening to develop best practices. Jeff lives in New Jersey with his wife and two children. He coaches youth sports and makes time for his lifelong passion – ice hockey. Jeff approaches his life and work with creativity and a sense of humor. See all episodes >

David R. York is an Attorney and CPA who practices law in the area of estate planning, with extensive experience in designing advanced strategies for high-net-worth clients. David has spoken to hundreds of public groups and professional organizations, including the TedXSaltLakeCity, Q Commons, the Hawaii Tax Institute, the Purposeful Planning Institute, Investments and Wealth Institute, Valmark Member Summit, Southeastern Family Office Forum, and the Million Dollar Roundtable. David has also written three books, Entrusted, Riveted, and The Gift of Lift.

James E Hughes Jr. shares on the Five Capitals Of Wealth About: James (Jay) E. Hughes, Jr., Esq. Mr. Hughes, a resident of Aspen, Colorado, is the author of Family Wealth: Keeping It in the Family, and of Family – The Compact Among Generations, both published by Bloomberg Press, and is the co–author with Susan Massenzio and Keith Whitaker of The Cycle of the Gift: Family Wealth and Wisdom, The Voice of the Rising Generation, and Complete Faith Wealth, all published by John Wiley & Sons and is a co-author with Hartley Goldstone and Keith Whitaker of Family Trusts: A Guide to Trustees, Beneficiaries, Advisors and Protectors". In addition, he has written numerous articles on family governance and wealth preservation and a series of Reflections which can be found on his website jamesehughes.com. He was the founder of a law partnership in New York City specializing in the representation of private clients throughout the world and is now retired from the active practice of law. Mr. Hughes was a partner of the law firms of Coudert Brothers and Jones Day. He is a current active Fellow of Wise Counsel Research Foundation (www.wisecounselresearch.org) a Boston based think tank providing qualitative advice to families who seek to avoid the shirt sleeves proverb and to help their families flourish. He is a member of the Advisory Board of Arlington Partners; a Fellow of the Family Firm Institute, a member of the Society of Trusts and Estates Practitioners, a founding member of the Collaboration for Family Flourishing and a Laureate of the Purposeful Planning Institute. He has spoken frequently at numerous international and domestic symposia on the avoidance of the shirtsleeves to shirtsleeves proverb and on the dynamic growth of families' human, intellectual, social, spiritual and financial capitals toward their families' flourishing. He has authored various Forwards to multiple published works on families and their flourishing and has been cited in the New York Times, the Wall Street Journal and various professional journals. He is a member of boards of various private trust companies, an advisor to numerous investment institutions, and a member of a number of private philanthropic boards. He is a graduate of the Far Brook School, which teaches through the Arts, The Pingry School, Princeton University and The Columbia School of Law. He is a counselor to the Family Office Exchange and recipient of its Founder's Award, the recipient of the Private Asset Management Lifetime Achievement Award, the Ackerman Institute Family Partner Award, and the Wealth Management Lifetime Achievement Award.

Paul Hood has spent almost 20 years as a tax and estate planning lawyer. His vast experience has turned him one of the most sought after speaker and consultant. He has a unique ability to see through the complexity and explain difficult and even boring subjects in understandable and entertaining language. Paul is now serving as the ambassador for Purposeful Planning Institute, an organization which helps professionals to serve their clients better. His conversation this week with Chris Salem is going to share some interesting insights about his work and his latest book Yours, Mine & Ours. Host: Chris Salem- Corporate Trainer, Prosperity Coach, Speaker and Author.

In today's episode, I am very humbled and delighted to interview someone whom I both admire and respect, Susan Bradley. Susan led me to a very specific training she created called the Certified Financial Transitionist® (CeFT®).  As I have mentioned in a previous podcast, I was searching for a training that would complete my personal and professional experience.  Susan's training has provided me with scientific theory behind life transitions and in my case, grief. Through Susan's training  I have completed the trifecta of personal experience, professional experience honed with scientific theory to garner tools to help clients with the personal side of money.     Susan is the founder of the Sudden Money® Institute (www.suddenmoney.com), which began almost 22 years ago as a community of practice seeking to better serve their financial planning clients by developing process and tools for the personal side of money and for clients going through transitions. This think tank created the Certified Financial Transitionist® (CeFT®) designation, and a division for training and certification called the Financial Transitionist® Institute. Susan has served on the FPA's National Board of Directors, currently sits on the National Football League's Players Association's Financial Education Advisory Board and serves as the Dean of Transitions for the Council of Deans of the Purposeful Planning Institute. She is seen and heard frequently in the national media, including NBC's Nightly News, CNN, NPR, The Wall Street Journal and The New York Times. She is the author of Sudden Money: Managing a Financial Windfall (Wiley 2000), and her TEDx Wilmington Women talk is called, “Change launches you into the next great chapter of your life, whether you like it or not.” It can be found here.If you like this episode, please subscribe to be the first to be notified of any upcoming episodes. Thanks for being part of the community.  

“John A” Warnick describes himself as a recovering tax attorney and family wealth counselor. John A and I talk about his professional journey, the founding of the Purposeful Planning Institute, PPI, and serendipity.  You can reach John A here: johna@purposefulplanninginstitute.com or 720.458.7770. You can learn more about PPI here: https://purposefulplanninginstitute.com/ Do you have comments or suggestions about a topic or guest? An idea or question about conflict management or conflict resolution? Let me know at jb@dovetailresolutions.com! And you can learn more about me and my work as a mediator and a Certified CINERGY® Conflict Coach at www.dovetailresolutions.com and https://www.linkedin.com/in/janebeddall/.Enjoy the show for free on your favorite podcast app or on the podcast website: https://craftingsolutionstoconflict.com/And you can follow us on Twitter @conflictsolving.  

66. Thomasina Williams  - Taking Space “There's something about being outside in nature. If you can't go outside, just walk around the floor..movement. It's in our bodies and we've got to somehow get that anxiety and that tension out of our bodies.” Guest Info: Thomasina Williams partners with families to develop leaders. Working at the intersection of family business, family systems, and leadership development, she helps clients build multigenerational legacies of connected and capable families, who are engaged stewards of their resources. Clients have described her as their “high-beams,” lighting the way and guiding them through unfamiliar and uncomfortable territory. An accomplished lawyer and philanthropy strategist, Thomasina is the founder of Sankofa Legacy Advisors. Her signature work gathers and guides Family Enterprise Women ( “The F.E.W."TM) to propel their leadership and legacy to the next level. Regardless of whether they own or work in the business, she helps them live into the fullness of who they are, simplify the complexities of family, and navigate the challenges of combining family and finances.  Thomasina was the first consultant Wells Fargo Private Bank hired to come in-house and play a leadership role in building a new line of business to help its ultra-high net worth clients navigate the family relationships side of wealth. Thomasina goes beyond conventional approaches to help family members individually and collectively understand the relationship systems that drive their ability to sustain wealth and well-being across multiple generations. As a result of working with her, family members begin to see and explore possibilities they had not considered previously, leading to increased self-awareness, stronger family relationships, and reduced family financial risks. Learning about the “shirtsleeves-to-shirtsleeves in three generations” phenomenon, by which 70 to 90 percent of families lose their wealth by the end of the third generation – and realizing that her own family was among these alarming statistics – fuels her passion to help families beat the odds and build enduring legacies. Thomasina is an advisor to advisors within her field. She serves on the advisory board of privately held Purposeful Planning Institute, and on the board of nonprofit Galliard Family Business Advisor Institute. Beyond the field of family advising, she is a member of the advisory board of privately held Enterprising Women magazine, and is in the processing of transitioning from the board of nonprofit Search Inside Yourself Leadership Institute to the board of its new for-profit subsidiary. Favorite Quote: "Those to whom much is given, much is required."   R.O.G. Takeaway Tips: Take Space for ourselves and others. Questions we can ask ourselves: Is this something I want to respond to now?   What might be the other influences and broader context?   How can I interpret this situation with generosity?    Give ourselves and others space and the benefit of the doubt. Resources: SankofaLegacyValues.com Thomasina Williams on LinkedIn (in/Thomasina-h-Williams) Coming Next: Episode 67: We will be joined by Dave Raymond, the original Philly Phanatic!    Credits: Thomasina Williams, Sheep Jam Productions, Host Shannon Cassidy, Bridge Between, Inc.

Courtney Pullen is the President of the Pullen Consulting Group with more than 25 years of experience in individual and family coaching. In this episode, Courtney joins us  to explain the importance of teaching financial literacy as early as possible to your children. He says that it would help if you were intentional when talking about wealth and finances with your family. Plus, Courtney explains how to pass on the proper values to your children around wealth. Tune in as we chat about grit, teachable money moments, and dealing with your own money issues.   IN THIS EPISODE:   [01:50] When are kids ready to hear about how much money is in your family?   [04:20] You need to be intentional when it comes to talking about money.  [09:30] How wealth can hinder the process of instilling values to your children.  [12:30] We need to not deprive our children of the opportunity to earn.  [21:20] An example of how Courtney promotes grit into his children.    KEY TAKEAWAYS:   You need to teach your kids financial literacy from a young age; the sooner, the better!  Let your kids make money mistakes; anything can be a great teachable moment. Define the purpose of your wealth; that way, you can pass on the proper values in your children.  Parents need to deal with their own money issues before teaching their children about money.      LINKS MENTIONED:   Website www.PullenConsulting.com   LinkedIn https://www.linkedin.com/in/courtney-pullen-54a1035/   https://oconnorpg.com/podcasts/financial-literacy-arming-the-next-generation-with-courtney-pullen   BIO:   Courtney Pullen M.A. is the President of the Pullen Consulting Group.  He has more than 25 years of experience in individual and family coaching, business and management consulting, leadership development, communication, and team building.   Courtney received his graduate degree in Psychology from the University of Northern Colorado in 1983.  He was a Clinical Associate at the School of Professional Psychology at the University of Denver and an Adjunct Professor at the University of Colorado at Denver.  Courtney also spent 17 years as a Senior Consultant with Conversant Solutions, a Communication and Collaboration Consulting firm to Fortune 100 Companies.    Courtney has lectured frequently, conducted numerous workshops, and been published in the areas of individual and organizational change, behavioral finance, communication, and family wealth dynamics.  He is a former contributing editor to the Journal of Financial Planning and the Journal of Practical Estate Planning and is a faculty member of the Sudden Money Institute.  He also holds Fellow status in the Purposeful Planning Institute and is a graduate of the Newfield coaching program.    He has spoken at regional and national conference of the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), Investment Management Consultants Association, (IMCA), and Young Presidents' Organization (YPO), as well as estate planning symposiums and family foundation conferences.   His primary focus is as a consultant to financial services firms and affluent families.  He is the author of Intentional Wealth: How Families Build Legacies of Stewardship and Financial Health.  He is also on CPWA faculty at the University of Chicago Booth School of Business.

John Warnick from The Purposeful Planning Institute joins Les Winston!

James Hughes, a resident of Aspen, Colorado, is the author of Family Wealth: Keeping It in the Family and Family – The Compact Among Generations. First, Mr. Hughes speaks about family governance and explains why families need it. He also discusses the work he has done as an advisor to high-net-worth clients, and what are some of his favorite resources to share for his clients. Tune in as we talk about the four functions needed for the human community to prosper and how power plays a role in family dynamics.   IN THIS EPISODE:   [02:05] What is family governance and do all families need it?  [07:00] How families have been rediscovering themselves during the pandemic.  [10:35] Mr. Hughes speaks about navigating his work as an advisor to families.  [15:15] Working with high-net-worth families, Mr. Hughes recommends his favorite resources.  [21:00] The four functions needed for the human community to prosper.   KEY TAKEAWAYS:   The pandemic has asked people to actually get to know each other again.  Do you know how your family learns? That's something you need to figure out so you can grow and flourish together.  Families can prepare themselves to wake up if they know how each other learns.  All relationships are relationships that involve power. Find ways to use your power together.      LINKS MENTIONED:   Website www.jamesehughes.com   Power and Love https://www.amazon.com/dp/B005P2A6IE/   https://oconnorpg.com/podcasts/james-hughes-discusses-preserving-assets-and-creating-legacy BIO:   Mr. Hughes, a resident of Aspen, Colorado, is the author of Family Wealth: Keeping It in the Family, and of Family – The Compact Among Generations, both published by Bloomberg Press, and is the co–author with Susan Massenzio and Keith Whitaker of The Cycle of the Gift: Family Wealth and Wisdom, The Voice of the Rising Generation, and Complete Faith Wealth, all published by John Wiley & Sons and is a co-author with Hartley Goldstone and Keith Whitaker of Family Trusts: A Guide to Trustees, Beneficiaries, Advisors and Protectors". In addition, he has written numerous articles on family governance and wealth preservation and a series of Reflections which can be found on his website jamesehughes.com.  He was the founder of a law partnership in New York City specializing in the representation of private clients throughout the world and is now retired from the active practice of law. Mr. Hughes was a partner of the law firms of Coudert Brothers and Jones Day.  He is a current active Fellow of Wise Counsel Research Foundation (www.wisecounselresearch.org) a Boston based think tank providing qualitative advice to families who seek to avoid the shirt sleeves proverb and to help their  families flourish. He is a member of the Advisory Board of Arlington Partners; the Chair Emeritus of Lineage Private Trust Company, a Fellow of the Family Firm Institute, a member of the Society of Trusts and Estates Practitioners, a founding member of the Collaboration for Family Flourishing, a Laureate of the Purposeful Planning Institute, and a Founding Advisor to the Sino-American Family Office Foundation. He has spoken frequently at numerous international and domestic symposia on the avoidance of the shirtsleeves to shirtsleeves proverb and on the dynamic growth of families' human, intellectual, social, spiritual and financial capitals toward their families' flourishing. He has authored various Forwards to multiple published works on families and their flourishing and has been cited in the New York Times, the Wall Street Journal and various professional journals. He is a member of boards of various private trust companies, an advisor to numerous investment institutions, and a member of a number of private philanthropic boards. He is a graduate of the Far Brook School, which teaches through the Arts, The Pingry School, Princeton University and The Columbia School of Law. He is a counselor to the Family Office Exchange and recipient of its Founder's Award, the recipient of the Private Asset Management Lifetime Achievement Award, the Ackerman Institute Family Partner Award, and the Wealth Management Lifetime Achievement Award.

Adam Hoffman shared Family Cultures: Investing in the Rising Gen About: Adam Hoffman LL.B TEP is the President of Vesta Family Office, a single family office, and Vesta Wealth Partners, their Outsourced-Chief Investment Officer business division serving other family enterprises. His upcoming workbook Wealth Actualization: With Great Wealth Comes Great Responsibility includes a discussion of The Family Bank and how families can develop effective policies and procedures when deciding to apply financial capital to the family's financial and non-financial pursuits. Adam is called to the Alberta Bar, is a member of the Society of Trust and Estate Practitioners holding their Trust and Estate Practitioner designation, and he recommends joining Purposeful Planning Institute to meet with like-minded family governance experts. Adam can be contacted at adam.h@vestawp.com

"We cannot always build the future for our families, but we can build our families for the future" After a stellar 20-year career of groundbreaking accomplishments as a lawyer and 6 years of making philanthropic investments at the second largest foundation in the U.S., the Ford Foundation, my guest, Thomasina Williams realized her personal passion and professional mission to help others avoid the loss of wealth and fracturing of relationships that befell her family. Thomasina facilitates and coaches business-owning individuals and families to build stronger relationships and make better decisions, so their families flourish and businesses thrive across generations. She was the very first consultant in the nation hired by Wells Fargo Private Bank to go in-house and play a leadership role in building a new internal group to support its ultra-high net worth clients in navigating the family side of wealth. Thomasina earned a Bachelor of Arts degree from Mount Holyoke College, and a Juris Doctor degree from the University of Michigan Law School. She is a longtime student of Bowen Family Systems Theory, a Certified Resilient Leadership Coach, and a Conversational Intelligence Coach. Thomasina holds certificates in Advanced Family Business Advising and Family Wealth Advising from the Family Firm Institute. She is also a member of the Purposeful Planning Institute, where she serves on its Advisory Board; the Galliard Family Business Advisor Institute, where she serves on its Board; the Independent Trustee Alliance; and The Florida Bar. Additionally, Thomasina serves on the Advisory Board of Enterprising Women magazine and the Advisory Council of the Women Business Collaborative, and is a member of the Inner Circle of How Women Lead. Host: Brittany Sharpton

James E Hughes Jr. shares on Energy is the powerful tool of Generational Wealth About: James (Jay) E. Hughes, Jr., Esq. Mr. Hughes, a resident of Aspen, Colorado, is the author of Family Wealth: Keeping It in the Family, and of Family – The Compact Among Generations, both published by Bloomberg Press, and is the co–author with Susan Massenzio and Keith Whitaker of The Cycle of the Gift: Family Wealth and Wisdom, The Voice of the Rising Generation, and Complete Faith Wealth, all published by John Wiley & Sons and is a co-author with Hartley Goldstone and Keith Whitaker of Family Trusts: A Guide to Trustees, Beneficiaries, Advisors and Protectors". In addition, he has written numerous articles on family governance and wealth preservation and a series of Reflections which can be found on his website jamesehughes.com. He was the founder of a law partnership in New York City specializing in the representation of private clients throughout the world and is now retired from the active practice of law. Mr. Hughes was a partner of the law firms of Coudert Brothers and Jones Day. He is a current active Fellow of Wise Counsel Research Foundation (www.wisecounselresearch.org) a Boston based think tank providing qualitative advice to families who seek to avoid the shirt sleeves proverb and to help their families flourish. He is a member of the Advisory Board of Arlington Partners; a Fellow of the Family Firm Institute, a member of the Society of Trusts and Estates Practitioners, a founding member of the Collaboration for Family Flourishing and a Laureate of the Purposeful Planning Institute. He has spoken frequently at numerous international and domestic symposia on the avoidance of the shirtsleeves to shirtsleeves proverb and on the dynamic growth of families' human, intellectual, social, spiritual and financial capitals toward their families' flourishing. He has authored various Forwards to multiple published works on families and their flourishing and has been cited in the New York Times, the Wall Street Journal and various professional journals. He is a member of boards of various private trust companies, an advisor to numerous investment institutions, and a member of a number of private philanthropic boards. He is a graduate of the Far Brook School, which teaches through the Arts, The Pingry School, Princeton University and The Columbia School of Law. He is a counselor to the Family Office Exchange and recipient of its Founder's Award, the recipient of the Private Asset Management Lifetime Achievement Award, the Ackerman Institute Family Partner Award, and the Wealth Management Lifetime Achievement Award.

James E Hughes Jr. shares on Consciousness of Understanding Wealth About: James (Jay) E. Hughes, Jr., Esq. Mr. Hughes, a resident of Aspen, Colorado, is the author of Family Wealth: Keeping It in the Family, and of Family – The Compact Among Generations, both published by Bloomberg Press, and is the co–author with Susan Massenzio and Keith Whitaker of The Cycle of the Gift: Family Wealth and Wisdom, The Voice of the Rising Generation, and Complete Faith Wealth, all published by John Wiley & Sons and is a co-author with Hartley Goldstone and Keith Whitaker of Family Trusts: A Guide to Trustees, Beneficiaries, Advisors and Protectors". In addition, he has written numerous articles on family governance and wealth preservation and a series of Reflections which can be found on his website jamesehughes.com. He was the founder of a law partnership in New York City specializing in the representation of private clients throughout the world and is now retired from the active practice of law. Mr. Hughes was a partner of the law firms of Coudert Brothers and Jones Day. He is a current active Fellow of Wise Counsel Research Foundation (www.wisecounselresearch.org) a Boston based think tank providing qualitative advice to families who seek to avoid the shirt sleeves proverb and to help their families flourish. He is a member of the Advisory Board of Arlington Partners; a Fellow of the Family Firm Institute, a member of the Society of Trusts and Estates Practitioners, a founding member of the Collaboration for Family Flourishing and a Laureate of the Purposeful Planning Institute. He has spoken frequently at numerous international and domestic symposia on the avoidance of the shirtsleeves to shirtsleeves proverb and on the dynamic growth of families' human, intellectual, social, spiritual and financial capitals toward their families' flourishing. He has authored various Forwards to multiple published works on families and their flourishing and has been cited in the New York Times, the Wall Street Journal and various professional journals. He is a member of boards of various private trust companies, an advisor to numerous investment institutions, and a member of a number of private philanthropic boards. He is a graduate of the Far Brook School, which teaches through the Arts, The Pingry School, Princeton University and The Columbia School of Law. He is a counselor to the Family Office Exchange and recipient of its Founder's Award, the recipient of the Private Asset Management Lifetime Achievement Award, the Ackerman Institute Family Partner Award, and the Wealth Management Lifetime Achievement Award.

Introduction Welcome to Let's Talk Family Enterprise, a podcast that explores the ideas, concepts and models that best serve Family Enterprise Advisors in supporting their clients.   All views, information and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterprise Canada.   Description Host Steve Legler speaks with guest John A. Warnick, founder and head of the Purposeful Planning Institute. Together they cover how the institute came into being, the importance of collaboration, the natural fit that many FEA's feel with that network and the future of the movement to more family-centric advice and planning.   Guest bio John A. Warnick is the founder of the Purposeful Planning Institute and Family Wealth Transitions & Solutions.   He finds immense fulfillment in educating and training children, adolescents and emerging adults in financial literacy, philanthropic service and holistic family wealth principles. He is currently serving as co-editor of a book on best practices for trusts and is also working on two other books entitled, The Gift of You and The Purposeful Trust Handbook.   Mr. Warnick received a BA magna cum laude from Brigham Young University and his JD from George Washington University with honors.   You can find out more about John A. Warnick on the Purposeful Planning Institute website and on his LinkedIn.   Key Takeaways [0:35] Steve Legler welcomes John A. Warnick and invites him to correct or add anything to his introduction.   [3:22] Mr. Warnick touches on how he came to land on the moniker “Purposeful Planning.” He shares how his views on family planning evolved and the importance of being more reflective for both clients and advisors.   [9:04] Walking the purposeful road was helped by quite a few mentors along the way, Mr. Warnick speaks to the foundational influences he's benefited from and shares how he met James E. Hughes.   [16:48] The purposeful planning movement is progressing; John A. Warnick talks about how he sees the future taking shape collaboratively; Steve and John discuss multidisciplinary fluency.   [26:09] Mr. Warnick talks about the synergy between FEA, Family Enterprise Canada and PPI, and how this overlap is expanding the library of best practices.   [31:50] John A. Warnick shares his book recommendations as well as his one piece of advice from an advisor to other advisors. [36:17] Steve thanks John for joining the podcast and sharing his experience and expertise with the audience. Listeners, please subscribe!   Share your thoughts with us at fea@familyenterprise.ca   Mentioned in this episode The Let's Talk Family Enterprise podcast is brought to you by Family Enterprise Canada.Family Enterprise Advisor designation (FEA) James E. Hughes Jr.   Books: Family Wealth — Keeping It in the Family: How Family Members and Their Advisers Preserve Human, Intellectual, and Financial Assets for Generations, by James E. Hughes Jr. The 7 Habits of Highly Effective Families: Building a Beautiful Family Culture in a Turbulent World, by Steven R. Covey Time to Think: Listening to Ignite the Human Mind, by Nancy Kline More Time to Think: A Way of Being in the World, by Nancy Kline   More about Family Enterprise Canada Family Enterprise Canada (FEC) FEC on Facebook FEC on Twitter FEC on LinkedIn

PPI is Purposeful Planning Institute. At PPI's RendeZoom, Betsy Erickson, Steve Legler, and I led a breakout session on Leaning into Conflict, with confidence and competence. Here are a few take-aways for trusted advisors. Though it's not helpful to ignore your own discomfort with conflict, owning up to it is fine!  The families that advisors work with frequently believe that they are the only ones who experience interpersonal conflict. Simply assuring client families that other families struggle provides significant client service. In some circumstances, an advisor who has no particular expertise in conflict management will be able to help the family over a small hurdle. And if the conflict facing a family is more than you as an advisor feel you can or should take on – there is help out there. People whose focus is on helping families work through the challenges of promoting good conflict and addressing the bad. Just reach out.Do you have comments or suggestions about a topic or guest? An idea or question about conflict management or conflict resolution? Let me know at jb@dovetailresolutions.com! And you can learn more about me and my work as a mediator and a Certified CINERGY® Conflict Coach at www.dovetailresolutions.com and https://www.linkedin.com/in/janebeddall/.Enjoy the show on your favorite podcast app or on the podcast website: https://craftingsolutionstoconflict.com/And you can follow us on Twitter @conflictsolving. 

In this episode of Money Tales, our guest is Steve Legler. From birth, Steve was the anointed successor to the family business his father created. It wasn't his dream to take over the business, but Steve knew it was his duty to take on these responsibilities. After getting his MBA, he was told the business was to be sold and there was not going to be anything for him to run. Steve was relieved! Steve is a Family Legacy Advisor based in Montreal, Canada. After the unexpected sale of the family business in his 20's, he ended up managing their family office instead. He also married into a business family, where he has witnessed a number of other complex issues. In 2013, Steve stumbled upon the Family Enterprise Advisor (FEA) program in Canada, which turned into a career-changing calling for him. Since then, he has been working with other business families as they face the challenges surrounding their intergenerational transitions. Steve works with family clients as a facilitator and sometimes as a mediator. He also does individual coaching with family members. Steve recognizes how complex the world of family wealth transitions can be and prides himself on knowing how to be a great resource for his clients. Steve is the author of “SHIFT your Family Business” (2014) and “Interdependent Wealth: How Family Systems Theory Illuminates Successful Intergenerational Wealth Transitions” (2019.) He is active in many associations for professionals who work with families, including the FEA Council of the Family Enterprise eXchange, the Wisdom Expedition of the Purposeful Planning Institute, and the faculty of the Family Firm Institute global education network program. See all episodes >

In this episode of Money Tales, our guest is Steve Legler. From birth, Steve was the anointed successor to the family business his father created. It wasn't his dream to take over the business, but Steve knew it was his duty to take on these responsibilities. After getting his MBA, he was told the business was to be sold and there was not going to be anything for him to run. Steve was relieved! Steve is a Family Legacy Advisor based in Montreal, Canada. After the unexpected sale of the family business in his 20's, he ended up managing their family office instead. He also married into a business family, where he has witnessed a number of other complex issues. In 2013, Steve stumbled upon the Family Enterprise Advisor (FEA) program in Canada, which turned into a career-changing calling for him. Since then, he has been working with other business families as they face the challenges surrounding their intergenerational transitions. Steve works with family clients as a facilitator and sometimes as a mediator. He also does individual coaching with family members. Steve recognizes how complex the world of family wealth transitions can be and prides himself on knowing how to be a great resource for his clients. Steve is the author of “SHIFT your Family Business” (2014) and “Interdependent Wealth: How Family Systems Theory Illuminates Successful Intergenerational Wealth Transitions” (2019.) He is active in many associations for professionals who work with families, including the FEA Council of the Family Enterprise eXchange, the Wisdom Expedition of the Purposeful Planning Institute, and the faculty of the Family Firm Institute global education network program. Learn more about Money Tale$ > Subscribe to the podcast Recent episodes See all episodes > Form CRS Form ADV Terms of Use Privacy Rights and Policies

The Family Biz Show Episode 27  A Deep Dive into the Three-Circle Model of Family Business Systems  Join us as we chat with Jay Hughes Jr. About...  What is the three-circle model and why is it so important in understanding family business systems? What are the potential consequences of ignoring the three-circle model? How should families apply the three-circle model, in terms of, governance and planning?  This week's guest:  James “Jay” Hughes, Jr, Esq.*   Mr. Hughes, a resident of Aspen, Colorado, is the author of Family Wealth: Keeping It in the Family, and of Family – The Compact Among Generations, both published by Bloomberg Press, and is the co–author with Susan Massenzio and Keith Whitaker of The Cycle of the Gift: Family Wealth and Wisdom, The Voice of the Rising Generation, and Complete Faith Wealth, all published by John Wiley & Sons and is a co-author with Hartley Goldstone and Keith Whitaker of Family Trusts: A Guide to Trustees, Beneficiaries, Advisors and Protectors". In addition, he has authored many articles on family governance and wealth preservation and a series of Reflections which can be found on his website jamesehughes.com.  He was the founder of a law partnership in New York City specializing in the representation of private clients throughout the world and is now retired from the active practice of law. Mr. Hughes was a partner of the law firms of Coudert Brothers and Jones Day.  He is a current active Fellow of Wise Counsel Research Foundation (www.wisecounselresearch.org) a Boston based think tank providing qualitative advice to families who look to avoid the shirt sleeves proverb and to help their families flourish.  He is a member of the Advisory Board of Arlington Partners, a Fellow of the Family Firm Institute, a member of the Society of Trusts and Estates Practitioners, a founding member of the Collaboration for Family Flourishing and a Laureate of the Purposeful Planning Institute.  He has authored various Forwards to multiple published works on families and their flourishing and has been cited in the New York Times, the Wall Street Journal, and various professional journals.  He is a member of boards of various private trust companies, an advisor to many investment institutions, and a member of several private philanthropic boards.  He is a graduate of the Far Brook School, which teaches through the Arts, The Pingry School, Princeton University and The Columbia School of Law. He is a counselor to the Family Office Exchange and recipient of its Founder's Award, the recipient of the Private Asset Management Lifetime Achievement Award, the Ackerman Institute Family Partner Award, and the Wealth Management Lifetime Achievement Award.  Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Family Wealth & Legacy, LLC is not an affiliate of Lincoln Financial Advisors Corp.  CRN-3495480-031621  *Not affiliated with Lincoln Financial Advisors Corp.     

The Family Biz Show: Ep24 Boundaries Within the Family Business  Learn what other family businesses are doing to Grow, Communicate, Stay Agile and Continue into the Next Generation.  During this live, interactive recording of the podcast you will learn: What boundaries are and why they are important to families in business. Common myths about boundaries. 10 principles for creating and maintaining successful boundaries. How to effectively add boundaries when there aren't any currently in place.  This week's guests:  Melissa Mitchell-Blitch*  Founder Eredita Consulting  Melissa Mitchell-Blitch is a leadership development and succession consultant to family businesses, family offices, and advisors. She is the author of In The Company of Family: How to Thrive When Business Is Personal and founder of Eredita Consulting. Melissa is a former CPA and financial advisor, who left the field of finance in 2003, to focus on the psychology of business and wealth. She has a Masters in Accounting and a Masters in Psychology. Melissa is a Certified Professional Coach, a GiANT Master Coach, and a Myers-Briggs Type Indicator (MBTI) Certified Practitioner.  Melissa lives in beautiful Charleston, SC and serves clients across North America.   She has spoken nationally and internationally. Melissa also serves as the Dean of Individual Development for the Purposeful Planning Institute.  Company website: Eredita Consulting  Book website: companyoffamily.com   Book on Amazon    Paul Edelman, PhD*  Coach and consultant to executives, family businesses, family offices, and professional advisors. 38 years' experience providing insight, support, and facilitation. Skilled in understanding individual, group, team, organizational, and family dynamics.       Help clients systematically and objectively solve complex problems, make consequential decisions, and achieve desired outcomes.  Working together, clients find it easier to:  Develop business, organizational, and family leadership capacity  Facilitate planning, problem solving, decision-making, and conflict resolution  Navigate natural transitions in leadership, ownership, and wealth  Create structures and processes to guide individual, business, and family growth  Prior to coaching and consulting, served as an internal organization development consultant at AT&T, an executive search consultant, and VP of a successfully tech startup. Experienced as an angel investor, board chair, and advisory board member.  Raised in Levittown and Garden City, NY. While growing up, worked in the family business. Lives in Boston area with his wife, Julia Edelman. They have two adult sons.  Active alumnus of MIT, Harvard Graduate School of Arts and Sciences, and Harvard Kennedy School.   Since 1982, Paul Edelman has advised enterprising executives in startups, family businesses, and large corporations. Clients turn to him when facing difficult decisions regarding business, family, and wealth. Using a powerful conceptual model he developed, and thoughtful one-on-one or group conversations, Paul works with clients to set clear goals, make sound decisions, and take effective action.    linkedin.com/in/pauledelman  www.familyoffice.coach  Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp.  Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Family Wealth and Legacy LLC is not an affiliate of Lincoln Financial Advisors Corp.    CRN-3464060-022321  *Not affiliated with Lincoln Financial Advisors Corp. 

In this episode of Money Tales, we talk with Tina Lovejoy who shares her thoughts on choosing the right words and clarifying the meaning of those words to have productive money discussions. Tina is a trained classical music singer and has extensive freelance writing experience. She is clearly someone who lives by the motto, “every word matters.” Building on this discussion, this episode's financial insight provides some tips on how to start a money conversation. Tina Lovejoy is Director of Entrusted Planning at York Howell & Guymon in Salt Lake City, Utah. As co-architect of the Entrusted Planning Process, Tina specializes in facilitating Core Values Sessions for high-capacity families and businesses to discover and define their purpose. Clients integrate these themes into their estate planning, charitable giving, succession planning, impact investing, rising gen development and team building efforts. She draws from her background in opera, writing and consulting to facilitate sessions through a language-centric lens. Tina is co-author with David R. York of The Business of Family article and has spoken as a panelist and co-presenter at The Family Meridian Advocate Summit in Chicago, Southeast Family Office Forum in Atlanta and Purposeful Planning Institute's webinar, The Journey of Successful Wealth Transfer. See all episodes >

In this episode of Money Tales, we talk with Tina Lovejoy who shares her thoughts on choosing the right words and clarifying the meaning of those words to have productive money discussions. Tina is a trained classical music singer and has extensive freelance writing experience. She is clearly someone who lives by the motto, “every word matters.” Building on this discussion, this episode's financial insight provides some tips on how to start a money conversation. Tina Lovejoy is Director of Entrusted Planning at York Howell & Guymon in Salt Lake City, Utah. As co-architect of the Entrusted Planning Process, Tina specializes in facilitating Core Values Sessions for high-capacity families and businesses to discover and define their purpose. Clients integrate these themes into their estate planning, charitable giving, succession planning, impact investing, rising gen development and team building efforts. She draws from her background in opera, writing and consulting to facilitate sessions through a language-centric lens. Tina is co-author with David R. York of The Business of Family article and has spoken as a panelist and co-presenter at The Family Meridian Advocate Summit in Chicago, Southeast Family Office Forum in Atlanta and Purposeful Planning Institute's webinar, The Journey of Successful Wealth Transfer. Learn more about Money Tale$ > Subscribe to the podcast Recent episodes See all episodes > Form CRS Form ADV Terms of Use Privacy Rights and Policies

You'll Learn: What does it mean to say that “families are emotional systems”?   What is the practical impact for family business owners and their families of understanding their families as emotional systems? How is it relevant to navigating issues such as ownership of the business, entry into and exit from the business, family employment policies, leadership transitions, and conflicts?  How can family business owners use the awareness of families as emotional systems to strengthen their leadership both within their businesses and within their families?  KATHLEEN (KATHY) K. WISEMAN Founder & Principal, Working Systems, Inc.*  Co-Founder & Principal, Navigating Systems*  Kathy's interest and expertise are in assisting family members, family executives, and legal and financial professionals in applying family systems theory to the challenges in their professional and personal lives. Her focus is on making available the groundbreaking research of Dr. Murray Bowen to the professionals who serve business families and organizations. She works with motivated leaders to think systems and increase their capacity to manage themselves in times of change.  Kathy holds a B.A. from the University of Pennsylvania and an MBA from George Washington University. She is a board member of the Woman's Growth Capital Fund, Canada Alamosa Institute, and the Jewish Council for the Aging. She speaks and writes for a national audience. Kathy has also co-authored three books, Understanding Organizations,  The Emotional Side of Organizations, and Trustworthy:  New Angles on Trusts from Beneficiaries and Trustees.  Kathy is a faculty member at The Bowen Center for the Study of the Family. She is a Co-Founder of Navigating Systems, a learning forum dedicated to improving one's functioning through application of the principles that define Bowen Family Systems Theory.  Kathy is also an adjunct faculty at the George Washington University School of Business, where she heads the Institute for Succession. She has served as a Dean of the Family Office Exchange Learning Academy, and as the President of the Family Firm Institute Education and Research Foundation.   Kathy can be reached at:  202.812.1449; Kathy@WorkingSystemsInc.net.      THOMASINA H. WILLIAMS  Founder & Principal, Sankofa Legacy Advisors, Inc.*  Thomasina serves as a Strategic Thought Partner, Consultant and Executive Coach to enterprising families throughout the nation, helping them have conversations about sensitive subjects, resolve challenging conflicts and make difficult decisions, so that family members blossom, families flourish, and their businesses thrive.  Thomasina was the first in-house consultant hired by Wells Fargo Private Bank to play a leadership role in developing its offering to help ultra-high net worth families navigate generational wealth transitions. She also has served as a consultant with a leading family enterprise consulting firm, published articles, presented to international audiences, and conducted trainings for professional advisors to families.   Prior to her work with business-owning families, Thomasina practiced law for more than 20 years, rising in three years to become a partner in a major full-service law firm headquartered in Miami, FL. She went on to co-found the first Black-owned law firm in Miami with a primarily corporate clientele. The South Florida Legal Guide recognized Thomasina as one of the “Top 250 Lawyers in South Florida,” and the Miami-Dade County Commission acknowledged her extensive pro bono legal work on high-profile public interest cases by naming a day in her honor.    She also worked in institutional philanthropy in New York City where she was a program officer with the second largest private foundation in the country and invested more than $42 million strengthening non-profit organizations.   Thomasina earned a BA from Mount Holyoke College, and a JD from the University of Michigan Law School.  She holds certificates in Advanced Family Business Advising and Family Wealth Advising from the Family Firm Institute.  She is also a member of the Purposeful Planning Institute, where she serves on its Advisory Board; the Galliard Family Business Advisor Institute, a non-profit on whose Board she also serves; the Independent Trustee Alliance; and The Florida Bar.  Additionally, Thomasina serves on the Advisory Board of Enterprising Women magazine.    Thomasina can be reached at:  786.473.6145; THWilliams@SankofaLegacyAdvisors.com.  ----- Family Wealth and Legacy is a marketing name for registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.  CRN- 3436846-020321  *Not affiliated with Lincoln Financial Advisors Corp.  

Cindy Radu shares on the importance of Collaboration About: As a family wealth transition advisor, Cindy helps individuals, family enterprises, business owners and family offices navigate the complexities and opportunities that come with wealth. In her practice, Cindy draws on over 25 years of legal, fiduciary, trust and governance experience in professional services firms, financial institutions and family offices. She uses her skills to provide an objective perspective and facilitate understanding of how complex family, business and ownership structures can impact family dynamics and family wealth continuity. Cindy strongly believes in giving back to professional and charitable causes. Throughout her career, Cindy has been actively involved as a speaker, author, and committee and/or board member for a variety of professional organizations, including the Society of Trust and Estate Practitioners, the Chartered Professional Accountants of Alberta and the Canadian Tax Foundation. She currently serves as Chair of the STEP Worldwide Business Families Global Steering Committee. In 2018 Cindy was awarded the prestigious global STEP Private Client Awards – People's Choice Trusted Advisor of the Year. To support her expertise in working with families, Cindy completed the Family Enterprise Advisor designation in 2016 and is an active member of the Purposeful Planning Institute. Cindy's charitable causes are focused on individual and community mental health. She is a former board member for both the Canadian Mental Health Association – Calgary and Alberta. Cindy is also proud to be an alumni of Outward Bound Canada summiting Kilimanjaro in 2012 in support of OBC's Women of Courage program.

You'll Learn:  Why having a “family-run business” versus a “family-in business” is so important.   Controls vs. roles: Understanding the difference when it comes to family, shareholders and employees when the business is held in trust.  The huge impacts of changing what to why when making decisions.   The intricacies of creating a trust in perpetuity for the family business.  What does it mean to have a GOAL Standard for a trust?   Purposeful naming of trusts; and how it can reshape the trajectory for generations to come   This week's guests include:   John “John A” Warnick  Founder of the Purposeful Planning Institute*, Fellow of the American College of Trust & Estate Counsel and author of the Purposeful Trust & Legacies Handbook   John A. Warnick, who family, friends and clients know as “John A”, describes himself as a “recovering tax attorney.”  After practicing for thirty years as a tax and legal advisor to wealthy families, he left the large law firm he was a partner in to pursue his passion of assisting clients transition their wealth more purposefully.  He works with clients, and their team of advisors, to ensure that the impact of their technical planning will be a positive force in the lives of the rising generations of their family.  His blog, Seedlings, provides suggestions on powerful but easy ways in which we can create non-financial legacies for our families and communities.  John A has been on what he describes as the path to Purposeful Planning Mastery for almost twenty years.  There are many technical and professional mentors he is indebted to.  But he is quick to point out “my greatest teachers have been my clients.  It is through them I discovered the secrets for producing not just tax-wise plans but plans that promote family harmony, individual growth and long-term preservation of family wealth.”   Mr. Warnick is a Fellow of the American College of Trust and Estate Counsel.  He has served as the Philanthropic Editor of the Journal of Practical Estate Planning and serves on the Carter Center Philanthropy Council and the Multidisciplinary Teaming and Professional Collaboration Committee of the National Association of Estate Planners and Councils.  His most recent publications include “Generative Trusts & Trustees: A New Paradigm for Design and Administration”, “Innovate or Die”, and  "Selecting a Trust Situs in the 21st Century".  Mr. Warnick received a B.A., Magna Cum Laude, from Brigham Young University and his JD from George Washington University with honors.  Raymond Odom  Senior Vice President, Director of Wealth Transfer Services, Northern Trust*  Raymond C. Odom is a Senior Vice President at Northern Trust - Chicago. He serves as Director of Wealth Transfer Services in the Wealth Management division. Ray serves as a national subject matter expert in wealth transfer planning. Ray works with The Northern Trust Foundation & Institutional Advisers and other Northern partners and their clients to provide valuable estate planning and charitable giving ideas to clients, prospects and professional advisers.  Prior to his current role, Ray served as a Trust Administrator and Wealth Strategist, responsible for the administration and solicitation of large, complex accounts for individuals, families and charitable entities.  Ray began his career with Northern Trust as tax counsel developing expertise in tax exempt organizations, fiduciary income tax, and estate/gift tax before leaving for private law practice to become a partner in the Chicago estate planning law firm of Hoogendoorn & Talbot. Prior to rejoining Northern Trust in 2000, Ray was a Vice President with NBD Bank (n/k/a J P Morgan Chase) where he served as relationship manager, trust officer and local trust counsel. Ray has a B.A. from Valparaiso University and a J.D. from The Ohio State - Moritz College of Law. He is an attorney licensed to practice law in Illinois and before the U.S. Tax Court. In addition, Ray is a Certified Financial Planner (CFP). Ray is a Fellow in the American College of Trust and Estate Counsel (ACTEC). He is a current member of the Chicago Estate Planning Council and is on the advisory council for the Hadley (f/k/a Hadley Institute for the Blind and Visually Impaired) Winnetka, Illinois and the Northern Illinois Food Bank in Geneva, Illinois.  The oldest of 10 children growing up in a family construction business, married 40 years to the mother of his 7 children and 11 grandchildren. Ray is personally familiar with many of the family dynamics behind inter-generational wealth transfer and business succession planning.  ----- Family Wealth and Legacy is a marketing name for registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.  CRN-3405779-011421   *Not affiliated with Lincoln Financial Advisors Corp.   The content presented is for informational and educational purposes.  The information covered and posted are views and opinions of the guests and not necessarily those of Lincoln Financial Advisors Corp.   Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Family Wealth & Legacy, LLC is not an affiliate of Lincoln Financial Advisors Corp. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances. 

Melissa Mitchell-Blitch shares on Differences Don't Have to be Divisive. About: Melissa Mitchell-Blitch is the founder of Eredita Consulting and author of In the Company of Family: How to Thrive When Business IS Personal. Melissa is a former CPA and financial advisor, who left the field of finance in 2003, to focus on the psychology of business and wealth. She has a Masters in Accounting and a Masters in Psychology. Melissa is a Certified Professional Coach, a GiANT Master Coach, and a Myers-Briggs Type Indicator (MBTI) Certified Practitioner. Melissa lives in beautiful Charleston, SC and serves clients across North America. She has spoken nationally and internationally and serves as the Dean of Individual Development for the Purposeful Planning Institute.

How Family Philanthropy Can Strengthen your Family and Your Family Business What you'll learn:  What is effective philanthropy and why does it matter to your family and its business?  How giving can benefit the family business as well as the causes you support?  Why “top down” philanthropy and “top down” succession planning are limited and not sustainable?  What are the top five skills the rising generations can learn from family philanthropy?  How can issues, such as lack of communication, differing values and lack of trust, that develop in the rising generations be lessened or potentially mitigated using family philanthropy as the focus for learning?      This week's guests: Deborah Goldstein    Principal, Enlightened Philanthropy* Deborah Goldstein, founder of Enlightened Philanthropy, is dedicated to guiding the next generation in giving. Drawing from more than twenty years of experience in fundraising and nonprofit management, she engages clients in a tailor-made, intuitive process that reveals their authentic motivation and desire to give. Helping her clients strategize, problem solve, and align their values and interests with appropriate options culminates in an attainable Philanthropy Plan. Goldstein bridges the gap between different ages, building meaningful communication and engendering constructive action. As part of her multi-generational practice, she particularly focuses on advising youth as they navigate the world of philanthropy. Goldstein is also the creator of Philanthropy Camp for Women.   Goldstein holds a BA in Biology from Wittenberg University and a master's degree in marine policy with a Certificate in Museum Studies from the University of Delaware. She has worked for Oregon State University, the Oregon Museum of Science and Industry, and the Monterey Bay Aquarium. Goldstein is a 21/64-certified consultant. She has served as the Co-Dean of Philanthropy for the Purposeful Planning Institute and as a Contributing Author for the Planned Giving Design Center. Bruce DeBoskey, J.D.  President & Founder, The DeBoskey Group*  For more than 40 years, Bruce DeBoskey has been dedicated to community building and social change through his professional and volunteer work. It is with that mission and commitment that he founded The DeBoskey Group in 2010, to help individuals and families, businesses, and foundations organize, strategize, evaluate and maximize the impact of their philanthropic initiatives.  Bruce writes a regular syndicated column “On Philanthropy” which is published in the Sunday Denver Post Business Section and distributed to over 600 newspapers and other news outlets around the U.S. and beyond through the Chicago-Tribune News Service. The columns can be read on the Publications page of this website.  Bruce previously served as the Regional Director of the Anti-Defamation League's Mountain States Region, directing the regional civil and human rights initiatives of this national nonprofit organization.  Before that, Bruce was a shareholder in Silver & DeBoskey, P.C., a 30-person Denver law firm specializing in dispute resolution of complex civil matters. His areas of trial practice included discrimination, civil rights, professional liability, environmental torts, personal injury, employment disputes and business litigation.  For two years, Bruce served as a Teaching Fellow for Boston College's Center on Corporate Citizenship teaching “Corporate Giving: A 21st Century Approach” in workshops around the country.  He is a “Certified 21/64 Trainer” having received specialized training in how to engage the rising generation of philanthropists from 21/64, formerly a division of the Andrea and Charles Bronfman Philanthropies, in New York. He also has attained a Certificate in Corporate Community Involvement from Boston College's Center for Corporate Citizenship.  He currently serves as the Dean of Philanthropy for the Purposeful Planning Institute and a member of the Rose Medical Center Advisory Board. In 2015 he served as the President of the Colorado Philanthropic Advisors Network (CPAN).  He recently received the “Excellence in Media Award” from the Colorado Nonprofit Association, the “Maverick Thinkers Award” from Urban Peak, and before that, the “Community Leader of the Year Award” from Community Shares of Colorado, the “Senn Award” from the Anti-Defamation League, the first “Ally Award” from One-Colorado Education Fund, and the “Trial Lawyer of the Year Award” from the Public Justice Foundation.  Bruce holds a B.A. from Indiana University in Political Science and Environmental Studies. He received his J.D. from the Georgetown University Law Center. Following law school, Bruce clerked for the Honorable Richard Matsch, U.S. District Judge for the District of Colorado. He is married and the father of four sons,    ---- *Not affiliated with Lincoln Financial Advisors Corp.   CRN-3340398-112020   The content presented is for informational and educational purposes.  The information covered and posted are views and opinions of the guests and not necessarily those of Lincoln Financial Advisors Corp.    Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Family Wealth & Legacy, LLC is not an affiliate of Lincoln Financial Advisors Corp. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances. 

Our guest, Marlis Jansen, is the founder and CEO of Graddha. There, she uses her experience as a licensed psychotherapist and member of a multi-generational financially successful family to help clients navigate their financial and emotional worlds. As Marlis discusses, she has always been fascinated by where wealth meets psychology. Earlier in life, Marlis observed parts of her family being torn apart by money disagreements that became personal. From this, Marlis learned the importance of putting values and relationships in front of money matters. That is why Marlis is laser-focused on the meaning of one's life and how wealth fits into the picture. During the conversation, Marlis shares what it was like to first learn about and interact with her family's family office. If you are wondering what a family office is, be sure to listen to the financial insight at the end of this podcast. Marlis is trained in wealth psychology and a sixth-generation member of a family of stewardship. This combination of professional training and lived experience gives her a unique perspective on the nuances and complexities of owning financial wealth. Prior to founding Graddha, Marlis worked for several healthcare startups and spent a decade as a stay-at-home mom. As a product developer in the healthcare information technology space, she designed strategies to maximize trust and safety for patients to help them take ownership of their health decisions. Marlis also served as Director of Business Development and Director of Product Development in a couple of health care startups. Her experience as a mom inspired her to contemplate how we ascribe value to people and work. Marlis holds a Bachelor of Arts degree in Anthropology from Harvard University, a Master of Arts degree in Psychology from the California Institute of Integral Studies and a Graduate Certificate in Financial Psychology and Behavioral Finance from Creighton University Heider College of Business. She is an active member of the Purposeful Planning Institute, Financial Psychology Institute and the Financial Therapy Association. She serves on the Board of the Stone Age Institute and, since 2009, has served as Vice President of The Springcreek Foundation, her family's private philanthropic foundation. Marlis speaks French well and is proficient in Spanish and Norwegian. She loves to enjoy home-cooked family dinners, hike Mt. Tam with her family and dogs, travel in unfamiliar countries and cultures, and stay up late playing board games.

Our guest, Marlis Jansen, is the founder and CEO of Graddha. There, she uses her experience as a licensed psychotherapist and member of a multi-generational financially successful family to help clients navigate their financial and emotional worlds. As Marlis discusses, she has always been fascinated by where wealth meets psychology. Earlier in life, Marlis observed parts of her family being torn apart by money disagreements that became personal. From this, Marlis learned the importance of putting values and relationships in front of money matters. That is why Marlis is laser-focused on the meaning of one's life and how wealth fits into the picture. During the conversation, Marlis shares what it was like to first learn about and interact with her family's family office. If you are wondering what a family office is, be sure to listen to the financial insight at the end of this podcast. Marlis is trained in wealth psychology and a sixth-generation member of a family of stewardship. This combination of professional training and lived experience gives her a unique perspective on the nuances and complexities of owning financial wealth. Prior to founding Graddha, Marlis worked for several healthcare startups and spent a decade as a stay-at-home mom. As a product developer in the healthcare information technology space, she designed strategies to maximize trust and safety for patients to help them take ownership of their health decisions. Marlis also served as Director of Business Development and Director of Product Development in a couple of health care startups. Her experience as a mom inspired her to contemplate how we ascribe value to people and work. Marlis holds a Bachelor of Arts degree in Anthropology from Harvard University, a Master of Arts degree in Psychology from the California Institute of Integral Studies and a Graduate Certificate in Financial Psychology and Behavioral Finance from Creighton University Heider College of Business. She is an active member of the Purposeful Planning Institute, Financial Psychology Institute and the Financial Therapy Association. She serves on the Board of the Stone Age Institute and, since 2009, has served as Vice President of The Springcreek Foundation, her family's private philanthropic foundation. Marlis speaks French well and is proficient in Spanish and Norwegian. She loves to enjoy home-cooked family dinners, hike Mt. Tam with her family and dogs, travel in unfamiliar countries and cultures, and stay up late playing board games. Learn more about Money Tale$ > Subscribe to the podcast Recent episodes Form CRS Form ADV Terms of Use Privacy Rights and Responsibilities

Imagine you're 21 years old, your dad is diagnosed with cancer, he dies six weeks later and you find yourself inheriting a life changing amount of money. You are also in charge of managing investments and a foundation, and you've never had any training or experience in these areas. In this episode of Money Tales, Sandi and Cammie talk with Kristen Heaney whose life took this very sharp turn when she was in college. Kristen Heaney is a Wealth Legacy Coach and Consultant with Legacy Capitals, serving successful families and their advisors. Her passion for this work is colored by her own experience of being a young and unprepared inheritor after her father's early death. Kristen's training includes a Masters in Social Work from the University of Michigan, a Board Certified Coaching credential, and a certificate in Family Wealth Advising from the Family Firm Institute. Kristen's book, In Three Generations: A Story About Family, Wealth, and Beating the Odds is a fictional family leadership story, offering a great starting point for those considering a more purposeful approach to handling family wealth. She has been a featured thought leader for the Purposeful Planning Institute, Family Firm Institute, as well as legal, financial, and philanthropic firms across the United States and Canada, focused on topics including rising generation preparation, effective family meetings, wealthism, combating entitlement, and more. Kristen was born and raised in the Metro Detroit area, and currently lives with her husband and two sons in South Florida. During the course of the Money Tales interviews, our guests talk about areas of personal finance that we believe listeners might want to learn more about. In this episode of Money Tales our financial insight is about private foundations where we'll provide an overview of what they are and how they're organized.

Imagine you're 21 years old, your dad is diagnosed with cancer, he dies six weeks later and you find yourself inheriting a life changing amount of money. You are also in charge of managing investments and a foundation, and you've never had any training or experience in these areas. In this episode of Money Tales, Sandi and Cammie talk with Kristen Heaney whose life took this very sharp turn when she was in college. Kristen Heaney is a Wealth Legacy Coach and Consultant with Legacy Capitals, serving successful families and their advisors. Her passion for this work is colored by her own experience of being a young and unprepared inheritor after her father's early death. Kristen's training includes a Masters in Social Work from the University of Michigan, a Board Certified Coaching credential, and a certificate in Family Wealth Advising from the Family Firm Institute. Kristen's book, In Three Generations: A Story About Family, Wealth, and Beating the Odds is a fictional family leadership story, offering a great starting point for those considering a more purposeful approach to handling family wealth. She has been a featured thought leader for the Purposeful Planning Institute, Family Firm Institute, as well as legal, financial, and philanthropic firms across the United States and Canada, focused on topics including rising generation preparation, effective family meetings, wealthism, combating entitlement, and more. Kristen was born and raised in the Metro Detroit area, and currently lives with her husband and two sons in South Florida. During the course of the Money Tales interviews, our guests talk about areas of personal finance that we believe listeners might want to learn more about. In this episode of Money Tales our financial insight is about private foundations where we'll provide an overview of what they are and how they're organized.Learn more about Money Tale$ > Subscribe to the podcast Recent episodes Form CRS Form ADV Terms of Use Privacy Rights and Responsibilities

Thomasina Williams shares on importance of legacy in a family business. Focusing on how heritage can strengthen the business and the family. About: Thomasina H. Williams serves as a Strategic Thought Partner, Consultant and Coach to Enterprising Families. She works with clients to advance generational success as their family legacy, by being as intentional in developing their family's human capital as they are in growing their financial capital. Through their work with her, clients develop the capacity to have sensitive conversations, make difficult decisions, and be purposeful stewards, while navigating the complexities that come with combining family and finances. Thomasina was the first in-house consultant hired by one of the nation's largest private banks to play a leadership role in developing its offering to help ultra-high net worth clients navigate issues of family dynamics. She has also served as a family business consultant with a leading consulting firm, published articles, presented to international audiences and conducted trainings addressing issues of legacy family planning. She worked for more than 20 years as a lawyer, during which time she became a partner in one of Florida's leading full-service law firms in three years, and then co-founded the first Black-owned law firm in Miami with a primarily corporate clientele. Thomasina was recognized as one of the Top 250 Lawyers in South Florida, and the Miami-Dade County Commission named a day in her honor to acknowledge her pro bono public interest legal work. Thereafter, Thomasina relocated to New York, where she served for six years as a program officer at the nation's second largest private philanthropic foundation, and invested more than $42 million in grants to strengthen non-profits and the non-profit sector. Thomasina earned a Bachelor of Arts degree from Mount Holyoke College, and a Juris Doctor degree from the University of Michigan Law School. She holds certificates in Advanced Family Business Advising and Family Wealth Advising from the Family Firm Institute. She is also a member of the Purposeful Planning Institute, the Galliard Family Business Advisor Institute, the Independent Trustee Alliance and The Florida Bar. Additionally, Thomasina serves on the Advisory Board of Enterprising Women magazine.

Thomasina H. Williams serves as a Strategic Thought Partner, Consultant, and Coach to Enterprising Families. She works with clients to advance generational success as their family legacy, by being as intentional in developing their family's human capital as they are in growing their financial capital. Thomasina was the first in-house consultant hired by one of the nation's largest private banks to play a leadership role in developing its offering to help ultra-high net worth clients navigate issues of family dynamics. She has also served as a family business consultant with a leading consulting firm, published articles, presented to international audiences and conducted training addressing issues of legacy family planning. She worked for more than 20 years as a lawyer, during which time she became a partner in one of Florida's leading full-service law firms in three years, and then co-founded the first Black-owned law firm in Miami with a primarily corporate clientele. Thomasina was recognized as one of the Top 250 Lawyers in South Florida, and the Miami-Dade County Commission named a day in her honor to acknowledge her pro bono public interest legal work. Thomasina earned a Bachelor of Arts degree from Mount Holyoke College and a Juris Doctor degree from the University of Michigan Law School. She holds certificates in Advanced Family Business Advising and Family Wealth Advising from the Family Firm Institute. She is also a member of the Purposeful Planning Institute, the Galliard Family Business Advisor Institute, the Independent Trustee Alliance and The Florida Bar. Additionally, Thomasina serves on the Advisory Board of Enterprising Women magazine. What you will learn in this episode: Why Thomasina chose to move into the field of family dynamics and legacies after moving to New York to pursue her passion in philanthropic work Why there is a global phenomenon where a generation builds wealth, the next generation adapts to the wealth, and then the third generation loses it and has to rebuild Why a lack of communication within a family often leads to a loss of wealth, and how Thomasina's own family is an example of this trend Why society needs leadership right now, and how family businesses can step into that role and demonstrate leadership for their communities Why the information we take in has a drastic impact on our mindset, and why it is important to practice self-care before trying to take care of others Why business owners should be proactive in having important conversations about money and finances with their children to help maintain intergenerational wealth What key steps family business owners can take to help second- and third-generation business leaders prepare themselves to take over the family business Why bringing family members into a family-owned business who are underqualified for their role is a widespread problem Why setting up a “family governance” plan is a good step to take, and why business founders sometimes have trouble letting go of their control Why transition planning is the responsibility of both the outgoing and incoming generational leaders, and why planning should address the needs of both groups Resources: Website: www.sankofalegacyadvisors.com LinkedIn: www.linkedin.com/in/thomasina-h-williams/ Additional Resources: Website: sharonspano.com Book: thetimemoneybook.com Events