Family Office Summit

How to Create an Emergent Space – and Why It’s Important for Advisors

Date: June 5, 2018 Time: Noon ET (60 Minutes) Guest Speakers: James E. Hughes, Jr., Esq., PPI Fellow & Ian McDermott, PPI Dean of Innovation & Learning, Founder and Chief Executive of International Teaching Seminars (ITS) Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute This summer Jay and Ian will be hosting a special session at [...]

By | 2018-05-10T11:18:54+00:00 May 10th, 2018|Family Office Summit, Purposeful Next-Gen Collaboration|

Best Practices for Family Recreational Assets

Date: May 22, 2018 Time: Noon ET (60 Minutes) Guest Speakers: Clint Haggard, President, Continuity Planning Specialist, Burgher Haggard and Jerry McNabb, Family Advisor, Family Business Consultant and Mentor/Coach, McNabb Advisory Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute Handout: Notes - Recreational Homes in a Family System William Blackstone, one of the great legal minds [...]

By | 2018-05-21T10:55:23+00:00 April 24th, 2018|Family Office Summit, Purposeful Next-Gen Collaboration|

The Elephant in The Room: How to Deal With Distrust in Families

Date: May 8, 2018 Time: Noon ET (60 Minutes) Guest Speakers: Amy Castoro, President & CEO, The Williams Group & Sybil Praski, Client Development, The Williams Group Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute Family coach and President of The Williams Group, Amy Castoro, shares from her extensive experience with successful families to pull [...]

By | 2018-04-24T12:51:27+00:00 April 24th, 2018|Family Office Summit, Intersections|

Managing Family Conflict Informed by Bowen Family Systems Theory

Consultants in the field of family enterprise are often faced with families having considerable conflict as they make decisions around wealth, succession, and legacy. Bowen family systems theory informs how to manage conflict so that families can overcome it and move towards their goal. If the consultant can “stay relatively out of the system and be in contact with it, the system itself will begin to settle down” (Bowen, 1979). When anxiety decreases, people can think better. In this call, I will provide some concrete ideas on how to facilitate the shift from conflict to collaboration.

By | 2017-10-13T12:02:33+00:00 September 25th, 2017|Family Office Summit, Intersections|

Is the Cloud Finally Lifting? Practical Planning for and Administration of Our Clients’ Digital Assets

This presentation explained how to identify a client’s key digital assets; described how tech companies are coming up with their own private solutions to these issues; reviewed the evolution of contact, cyber-security, and probate law and legislative and lobbying history that led to the widespread adoption of the Revised Uniform Fiduciary Access to Digital Assets Act (“RUFADAA”) across America in 2016 and 2017; and provided practical insight as to how to plan for and administer these assets.

By | 2017-08-11T10:49:03+00:00 August 8th, 2017|Family Business Forum, Family Office Summit, Technical Corner|