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 a guest speaker on leadership of a family office.

Advising Families with a “Wealth 3.0” Approach Snapshot


Inquiry list forming



Live presentation, case studies and interactive activities with time for personal reflection and peer bonding


$880 per participant; discounts available for Members and groups over three


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.

Key Faculty

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.

More Details

Next Session: Inquiry list forming

Cost: $880 per participant (discounts available for Members)

Schedule & Format

This workshop is offered in person at the University of Denver.

Class begins at 9 a.m. and ends at 4 p.m.:

  • 9 a.m. to 12 p.m.—Wealth 3.0 and the 10 Domains of Family Wealth
  • 12 to 1 p.m.—Lunch with guest speaker
  • 1 to 4 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 & Cost

Non-Credit: $880
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.

Cancellation Policy

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 days’ 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.

Contact Us

Director, Bailey Program for Family Enterprise
Executive Education