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Serving Culturally-Diverse Families: A Series on World Cultures

Session #3: Honor Culture

  
Panelists:

Elaine King, Founder & CEO, Family and Money Matters Institute™
Mariana Martinez, Director of the Family Clinic at the Bowen Center for the Study of the Family
Jerry McNabb, Principal, McNabb Advisors
Isabel Miranda, Co-Managing Partner at Pearlman & Miranda, LLC

Date: March 13, 2018

Time: Noon ET (60 Minutes)

In the book Cross Cultures: How Global Families Negotiate Change Across Generations, PPI Fellows Dennis Jaffe and Jim Grubman present the latest cross-cultural research finding three core cultural traditions around the world.  These three traditions shape the mindset and practices of families and family businesses, including how people express emotions, communicate, trust, seek leadership, plan succession, and create expectations for family members.

There are three core cultural traditions around the world: Individualist culture (Western culture), Collective Harmony culture (East Asian culture) and Honor culture (various cultures prevalent in the Middle East, Southern and Eastern Europe, Latin America, India, and Russia). Each tradition has a unique set of traits that impact how an individual relates to others, solves problems within the family, and even how they perceive the role of the advisor.

Working with families of cultures different from our own creates challenges advisors need to navigate wisely. Please join us for an informative series during which PPI members with deep experience working with families from varying world cultures will help us become more aware of cultural differences and better equipped to serve culturally diverse families. Each call will include an overview of one world culture, case vignettes, best practices, and time for you to ask questions of the panel members.

In the March 13th session, we will focus on the Honor Culture group.

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Teleconferences & Webinars

Tuesday, March 6th 
Noon ET (60 Minutes)
Making the Client Connection
Chris Venn, Partner, The Legacy Companies

Tuesday, March 13th
Noon ET (60 Minutes)
Cultural Diversity Series: Honor Culture
Isabel Miranda,  Elaine King, Jerry McNabb, Mariana Martinez

Tuesday, March 20th 
Noon ET (60 Minutes)
Generational Views on Cyber-Security
M. Lisa Shasteen, Esq., Shasteen & Percy, P.A.

Tuesday, March 27th
Noon ET (60 Minutes)
College-Age Millennials and Money: A Deeply Personal Relationship
Richard Orlando, President, Legacy Capitals, LLC