Families know all too well that the hallmark of wealth is complexity. They encounter daily an often bewildering array of tasks, questions, issues and dilemmas. In this Roundtable event, Dr. Jim Grubman, a global leader in family enterprise consulting, will discuss a new way to understand and organize the complexity of wealth. Developed by The UHNW Institute, a nonprofit think tank, the Ten Domains of Family Wealth model is gaining recognition as a guide for families in understanding their needs, their advisors, and ultimately themselves. Come prepared to learn, ask questions, and assess where your family can make progress. This Roundtable is open to family members as well as advisors.

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Planning for strategic growth, successful succession, and purposeful legacy

In this interactive workshop, participants will explore and discover successful practices for advancing family business. Through classroom and experiential learning activities, you will gain the skills and knowledge to improve family systems​ and family-relational dynamics​. The workshop will also prepare you for continued success through succession and wealth planning. Globally-recognized practitioners, renowned professors and family business owners will guide participants, sharing their experiences and inspiring new ways of thinking.  With time for personal reflection and peer bonding, this three-day workshop is valuable for all members of an established family business.

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Find and channel the meaning for your business now and empower a legacy for future generations

In family business, we are often consistent on “what” we do–be it construction, development, finance and consumer goods through generations. Yet, the greatest risk both in business scaling and any significant transition is losing perspective on the deeper “why.” In this roundtable event, Jay Brenneman and Brandon Addison from VOCARE Advising will facilitate a robust conversation on the importance of aligning your family business around meaning and purpose that speaks beyond dated values or current cliches.

VOCARE Advising specializes in business-owning families and owners of closely-held businesses. We help businesses align themselves around the relationships and the purpose that matters most. We also teach founders, owners, families, leaders, and executive teams how to execute and integrate best business and family practices through developing essential skills like emotional intelligence, system thinking, differentiation, polarity management, and more. Come prepared to learn, ask questions, and assess where your family can make progress. This Roundtable is open to family members as well as advisors. Meaningful conversation, peer networking and happy hour included.

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