The Bailey Program for Family Enterprise
Advising Families with a Wealth 3.0 Approach Workshop
In this interactive workshop, participants engage in presentations, case studies and interactive activities that will help them learn how to best support a multigenerational legacy. Topics include intergenerational dynamics, family systems, coaching high net worth families, and conflict resolution skills.
Participants will be family members, and family advisors, learning to:
- Navigate intergenerational family dynamics for long-term success –personally, relationally, and financially.
- Leverage a Wealth 3.0 perspective to meaningfully support your family as a trusted advisor team.
- Gain deeper understanding of each of the 10 Domains of Family Wealth, for your professional development as a holistic Family Office practitioner.
This workshop includes a lunch with guest speaker on leadership of a family office.
Register by January 23, 2024!
Advising Families with a “Wealth 3.0” Approach Snapshot
Tuesday, January 30, 2024
9:00 a.m. to 4:00 p.m.
Live presentation, case studies and interactive activities with time for personal reflection and peer bonding
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Who Should Attend
- Family enterprise members responsible for stewarding their family’s wealth and legacy
- Professionals seeking to deepen their skills at advising families
Breakout groups will allow for greater customization and connection.
KRISTIN KEFFELER, MSM and MAPP
Kristin Keffeler is a thought leader, writer, and speaker at the forefront of a global shift in family wealth advising, known as Wealth 3.0. As a consultant, she guides affluent and enterprising families, rising gen, and the professionals who support them in embracing the positive power of wealth and doing the “inner work” of money. She is the Chief Learning Officer for Johnson Financial Group and the founder and principal for Illumination360. Her recent publishing credits include Harvard Business Review, Trusts and Estates Magazine, and the publication of her research on the University of Pennsylvania’s Scholarly Commons. She has written two recent publications: The Myth of the Silver Spoon, a compassionate yet practical guide to navigating the challenges of family wealth, and Wealth 3.0: The Future of Family Wealth Advising, which she co-authored with Jim Grubman and Dennis Jaffe.
Upcoming Session: January 30, 2024 | 9:00 a.m. to 4:00 p.m. in-person at University of Denver
Next Session: Spring 2024
Cost: $880 per participant (discounts available for Members)
Register by Tuesday, January 23
Schedule and Format
This workshop will be offered in person at the University of Denver.
Class begins at 9:00 a.m. and ends at 4:00 p.m.:
- 9:00 a.m. to 12:00 p.m. – Wealth 3.0 and the 10 Domains of Family Wealth
- 12:00 to 1:00 p.m. – Lunch with guest speaker
- 1:00 to 4:00 p.m. – Coaching and communication skills for advising families
To prepare for this class you will need to complete a few short action items that generally take 20-30 minutes. Please expect an email two to three weeks before the class begins with details on how to complete these action items.
Participants taking the workshop for credit will have an assignment to complete at the end of the course.
Tuition and Cost
Discounts are available for Members of the Bailey Program for Family Enterprise, nonprofits, current or former military, government, DU alumni, Daniels corporate partners and three or more individuals from the same organization. Contact us for more information.
If you need to cancel your registration for this workshop, you may transfer your enrollment to a future session, send someone to take your place or cancel anytime up to seven business days prior to the start of the first class.
If you provide us with less than seven business day’s notice or fail to attend, you will be liable for the entire workshop fee and your enrollment will be automatically transferred to the next class.