When Governance is Not Enough: What's Really Going on Behind the Money
Learn how to identify when what's behind the money is in the way of family progress, what to do about it and how to get a family you advise refocused on getting back to business. Advisors already know that families need to work together for sustaining wealth across generations and depending on the client, governance can be an asset or a challenge. Despite established structures, family communication breakdowns aren’t always immediately apparent to advisors and, with no forewarning, they can bring business and meetings to a screeching halt. During this session, attendees will engage in an interactive discussion with Dr. James Weiner and Dr. Carolyn Friend as they highlight family cases involving governance and their experiences in digging into what’s really going on behind the money. Conversations will focus on how advisors can work to establish a functional multi-generational connection that provides value and continuously evolves a high performance family.
About the presenters:
Dr. Jamie Weiner, Inheriting Wisdom
Dr. Weiner is a clinical psychologist with over 40 years experience. In addition to his work with individuals and families, he successfully designed structured programs and systems to address the broad range of challenges people face, and is credited to delivering over 100 lectures and workshops. He also has a Certificate in Family Business Advising and Family Wealth Advising from the Family Firm Institute and is the co-author of The Legacy Conversation: the missing gem in wealth planning.
Dr. Carolyn Friend, Inheriting Wisdom
Dr. Friend is a clinical psychologist, former teacher, national presenter and a local community leader, most notably for the Leadership Circle for the Chicago Chapter of Elevate (formerly 85 Broads). She also has a Certificate in Family Business Advising from the Family Firm Institute and is the co-author of The Legacy Conversation: the missing gem in wealth planning.