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Midwest Chapter Event December 7, 2017
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FFI – A Case for Collaboration

When: Thursday, December 7
5:30 pm to 7:30 pm
Where: Inheriting Wisdom
900 W Jackson Boulevard
Suite 7W
Chicago, IL  60607
United States
Contact: Amanda Walker
617-482-3045 ext. 24

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FFI – A Case for Collaboration

Curious about the benefits of a study group?  Ever wonder how they operate?  Come see one in action.  The FFI Midwest Chapter’s thriving study group will demonstrate the deep value of interdisciplinary collaboration and model what a typical study group case study looks like.  The study group has representation from the following disciplines:  Family Business Consulting, Estate Planning, Business Law, Psychology, Psychiatry, Family Office, Corporate Trustee, Leadership Coaching, Value Acceleration/Transition Consulting and Mediation.  Join us to see how group collaboration can strengthen and deepen your work with a model case study demonstration.


Study Group Participants & Presenters:

Warren Baker, The Family Business Fulcrum, Mediation

Cathy Carroll, Legacy Onward, Inc., Leadership Coaching

Beth Engel, Wells Fargo Private Bank, Corporate Trustee

Joseph Ginsburg, Levin Ginsburg, Family Business Attorney

Barry Goodman, SVA Value Accelerators LLC, Value Acceleration/Transition Consulting

Dennis Kessler, Midwest Family Business Advisors, Family Business Advisory

Morris Saunders, Levin Ginsburg, Estate Planning Attorney                                              

Allen Siegel, The Nautilos Group, Psychiatry

Jamie Weiner, Inheriting Wisdom, Wealth Whisperer™

Shannon Zur, Vogel Consulting, Multi-Family Office Advisory






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