My presentations have been applauded by leaders from scores of professional and wealth management organizations, including the Family Office Forum, Young Presidents Organization, Inc. Magazine, the Institute for Private Investors, the Family Office Exchange, the Family Firm Institute, and many wealth management, family investment groups and private banks.

They range from keynote talks, to half-day, full-day and longer workshops that help professionals and family members develop the skills to make a difference to themselves or their clients.

I offer experiential programs that provide cutting edge concepts, vivid case studies from his personal experience, video examples, and high involvement activities that apply ideas directly to the challenges of participants.

I speak to both professional advisors and family business organizations and networks, on issues of family business, succession, wealth and philanthropy.

 
Selected Topics

  True Wealth: Passing Your Legacy to the Next Generation  
Working With the Ones You Love: Success Strategies for Keeping the Family from Harming the Business
Creating a Family Council: Building Intergenerational Family Communication
Leading the Next Generation: Creating Management Teams and Developing
Successor Leadership
Family Governance Structures: Separating the Business of Business
from the Business of the Family
A New Member of the Family: Working Effectively with Non-Family Managers
 
 
  © 2007, Dennis Jaffe