The Bailey Program for Family Enterprise
A Wealth 3.0 Approach
In this interactive workshop, participants engage in presentations, case studies and interactive activities that will help them learn how to build multigenerational wealth. Topics include intergenerational dynamics, coaching high net worth families, conflict resolution, estate planning, legal and tax concerns, governance and boards, behavioral finance and wealth management. The class is comprised of carefully selected individuals from families of wealth and family office executives who experience similar challenges and opportunities.
Learn how to make wise decisions about selecting the right assets and activities that will power your family wealth portfolio into the future!
Interest list forming!
Family Legacy Workshop Snapshot
Date
Interest list forming, contact us for more information.
Time
Day 1: 5:00 to 8:00 p.m. (dinner included)
Day 2 & 3: 9:00 a.m. to 4:00 p.m. (lunch included)
Day 4: 9:00 a.m. to 12:00 p.m.
Format
Live presentation, case studies and interactive activities with time for personal reflection and peer bonding
Cost
$1,980 per participant
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Workshop Outcomes
In this three-day workshop, participants will learn to:
- Navigate intergenerational family dynamics for long-term success –personally, relationally and financially
- Leverage a Wealth 3.0 perspective to meaningfully support families (yours or others) as a trusted advisor
- Make wise decisions about selecting the right assets and activities that will power one’s family wealth portfolio into the future
- Gain familiarity with each of the 10 Domains of Family Wealth, for your professional development and upskilling as a holistic Family Office practitioner
Participant Benefits
Actionable Learning.
Relevant learnings you can immediately apply to support those you support and advise.
Family Alignment.
Align family purpose values, mission and goals.
Navigate Challenges.
Glean insights on how other family offices have navigated challenges.
Peer Exchange.
Exchange ideas with peers on a similar journey (aided by small group breakouts).
Who Should Attend
Participants are carefully selected and include individuals from families of wealth and family office executives who share similar issues. Possible participants are:
- Family enterprise members responsible for stewarding their family’s wealth
- Family office professionals seeking to expand and deepen their skill at advising families using all 10 Domains of Family Wealth
This workshop is not appropriate for investors and/or advisors not representing a family’s interests.
Multiple family members of a firm are encouraged to attend together, but not required
Lead Faculty
GRIFFIN BRIDGERS JD., LL.M
Griffin is Of Counsel to Hutchins & Associates LLC, specializing in tax, estate and pre-liquidity planning and client education for ultra-high net worth individuals and families, business owners, farmers and ranchers.
LAMBERT BUNKER
Lambert Bunker is Vice President at AthenaInvest, Inc. He joined Athena in 2009 with more than 25 years financial services experience and brings deep expertise in strategic planning and business transformation within the industry.
KARL FRANK, Certified Financial Planner®, CFP®, MSF, MBA, MA
Karl Frank is the President of A&I Financial Services LLC, a Colorado company that helps a small number of successful families grow and protect their investments and choose how they want to be taxed. Karl specializes in the unloved business owners in Denver, Englewood & Lone Tree, Colorado..
C. THOMAS HOWARD, PhD
As CEO and Chief Investment Officer at Athena Invest, Inc., Tom oversees ongoing research which has led to a number of patents, industry publications and conference presentations. He is a Professor Emeritus at the Reiman School of Finance, Daniels College of Business, University of Denver.
KRISTIN KEFFELER
Kristin is an advisor and certified professional coach working with enterprising families, families of wealth, and rising generation family members. She is the Chief Learning Officer for Johnson Financial Group and the founder and principal for Illumination360.
JOSHUA NACHT, PhD
Joshua Nacht is a senior consultant with The Family Business Consulting Group; he works with business families to create structured plans for continuity by focusing on effective governance, communication, and transitions.
More Details
Next Session: Interest list forming. Please contact us for more information.
Cost: $1,980 per participant (discounts available for Members)
Schedule and Format
This workshop will be offered in person at the University of Denver.
The workshop begins on Tuesday with a dinner reception followed by brief programming, 5:00 to 8:00 p.m.
Wednesday and Thursday, class begins at 9:00 a.m. and ends at 4:00 p.m. each day. Lunch is included.
Friday, class begins at 9:00 a.m. and ends at 12:00 p.m.
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
Non-Credit: $1,980
Discounts are available for nonprofits, current or former military, government, DU alumni, Daniels corporate partners and three or more individuals from the same organization. Visit the program non-credit (pay with credit card) registration page or contact us for more information.
For Credit: 2 credit hours at DU’s tuition rate
For more information on DU’s current tuition rates, check the Registrar’s website
Should I Take This For Credit or Non-Credit?
Non-Credit
This option is for participants who are not interested in receiving graduate level credit and are participating for professional development and to update their skills, knowledge and abilities. Upon request, Executive Education is pleased to provide a Certificate of Completion for professional development credit for any Executive Education workshop completed.
Credit – Graduate-Level Academic Credit
This option is for those interested in receiving graduate credits for their participation. In order to apply, you need to have completed your undergraduate degree and provide us with an unofficial transcript of that degree. These credits and your course grade will be on your official transcript. Please be aware that there is a mandatory assignment and once the workshop begins you are no longer able to switch your status from for-credit to non-credit.
*If you are a DU Employee wanting to use your tuition waiver, you will receive further instructions from Executive Education approximately 2 weeks prior to the start of your course.
**If you are in a Master’s degree program at DU, and want to take this class for elective credit, please contact us before you register for the class. Your academic advisor will need to be involved in the registration process and it will require prior approval.
If you are not sure which option to choose, please contact Helena for advising at Helena.Karchere@du.edu.
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 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.