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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.
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Selected Topics
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True Wealth: Passing Your Legacy to the Next Generation |
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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 |
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