This teleseminar addresses how we help clients identify their most deeply cherished values and how to reconcile family member differences. Bhaj also discusses how to put impact into practice in taxable and tax-advantaged accounts. We address various investment strategies in the public equities and fixed income markets as well as private debt, equity and real estate opportunities that make an impact.
Meaningful, Purposeful Family and Advisory Team Discussions: What Gets In The Way and What Can We Do About It?
A wise man once taught that correct principles, taught and understood will go further to change behavior than a discussion of the behavior itself. Families of Wealth often struggle to have the needed conversations amongst themselves and their advisors that allow them to unite and move forward together into the future. What principles can be learned, appreciated and referred to as a family and their team of advisors work together to help the family move forward successfully as stewards?
Why Won’t They Call Back? ‘Planning Fatigue’: How to Address This Very Real Obstacle to Client Momentum
One of the sources of friction that slows or stalls a family’s momentum, and sabotages even the most trusted advisor’s ability to help a family implement an agreed upon strategy, is a very real phenomenon called ‘Planning Fatigue.’ On this call we will explore why and how Planning Fatigue shows up, and, what, as advisors, can we do to support our clients in moving ahead.
PPI Dean of Values, Gunther Weil, Ph.D. Founder and Co-Principal, Value MentorsTM LLC interviews Andrew Behar, author of the recently published book, The Shareholder Action Guide: Unleash Your Hidden Powers to Hold Corporations Accountable and CEO of the non-profit advocacy organization As You Sow that has focused on corporate accountability since 1992. They discuss how investors can align their financial portfolios with their values; how this empowers them and can bring about positive change in environmental, social, and governance of the world’s largest and most powerful corporations.
Date: December 6, 2016 Guest Speaker: Michael G. Stuart, JD, CPA, Attorney & Counselor at Law, The Stuart Legacy Alliance, LLC In this program we discuss a different paradigm for the transfer of wealth that seeks to enhance family relationships. Traditional wealth planners, accountants, attorneys and others have ‘taught’ us the ‘proper’ methods of planning. This new and informative presentation suggests that by changing the paradigm of how we look at planning, we can move the discussion forward. By helping clients capture their values and goals, it provides a unique and holistic way to address the issues of the family so that transition is something to be cherished and celebrated. The focus shifts from strategies and tactics to a collaborative, value driven model that allows families to accumulate and enjoy the wealth without destroying relationships and still maintain integrity and the ability to make a meaningful impact on the family and community.