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What is the Best Kind of Legacy to Transfer to Your Children and Grandchildren? Why Do 90% Mess It Up?

Unintended Consequences! No one likes negative surprises, especially after planning carefully and perhaps paying thousands of dollars to avoid them. Merely sounding the alarm on the hidden dangers of inherited wealth does little to solve the problems.  And sometimes the greatest risks aren’t foreseen. How are these risks being missed? In this session, we explore 14 elements of successful wealth transfers. 

Go Digital Or Die: The New Venue for Connecting Families With Each Other and With Their Advisors

Are you feeling like you are losing the war on developing high impact relationships with your clients?  Are you sensing the generational communication gap within families getting wider and deeper?  It’s time to change the communication paradigm to reach the “next-gen” family members of our clients. It’s time to communicate in “their terms” and in “their mode.” Listen in and hear how Roey Diefendorf addresses these issues in his practice.

By | 2018-01-09T09:13:30+00:00 December 19th, 2017|Purposeful Conversations, Purposeful Next-Gen Collaboration|

The Problems with Pseudoscience: Using It Can Harm Your Ability to Serve Clients

The amount of neuromythology and other kinds of pseudoscience to which we are exposed to through popular media and other channels seems to be growing. How can we recognize pseudoscience? How might using pseudoscience in working with clients be problematic? Why must we use caution when trying to apply research from the lab to everyday life? Why is anecdotal evidence (e.g., I can see what I am doing helps my clients) often not sufficient or accurate? Listen in to this discussion to ensure that the science you use when working with clients improves the quality of your service.

By | 2017-12-15T15:23:08+00:00 December 12th, 2017|Intersections|

The Routines of Connection that Lead to a Deeply Meaningful Life

At first blush, nature connection and the wisdom of indigenous and ancestral cultures may seem far removed from the needs and complexities of modern life and intergenerational planning. But nothing could be further from the truth. Connection to nature, self, and others can establish a virtuous circle that provides access to abundant and sustainable lives for individuals, families, and communities. Moreover, the family practices of nature-based cultures were born out of a need to thrive in dynamic changing environments. Jon’s unique experience and intimate knowledge of nature and community, developed and lived over 40 years, offers a sweeping perspective of what is possible for families, communities and human culture on this planet going forward. This session offers profound, yet simple insights and practices that can immediately be applied to our own lives, as well as the lives of the families we are privileged to touch, guide and inspire.