Teleconference Archives

/Teleconference Archives/

Enemies of Communication

When faced with a difficult conversation, most us drag our feet – and in many instances, avoid the tough issues. These conversations consume time, space and energy while impacting the health of the people involved and our relationships.  This often makes communication reactionary rather than responsive and deliberate. There is no “real” communication when reaction is in play impacting the listening levels.  This session explores ways to identify and control enemies of communication and improve client relationships. 

By | September 26th, 2017|Uncategorized|

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 | September 25th, 2017|Family Office Summit, Intersections|

How to Give Powers to Trust Beneficiaries

Being named a trust beneficiary brings the prospect of receiving wealth.  Nevertheless, beneficiaries may feel resentment — not at being beneficiaries, but at lacking control over the trust. While some limitations on the powers of beneficiaries may have been imposed for good reasons, other restrictions may not be necessary. By including beneficiaries in a trust’s governance, one can also improve the long-term financial stewardship. Thus, when designing trusts, estate planners should explore with clients what powers can appropriately be given to beneficiaries. Two case studies are discussed where powers were given to beneficiaries.

By | September 25th, 2017|Best Practices for Trusts, Trustees & Beneficiaries|

High-Engagement Philanthropy: Lessons from an Eleven Generation Philanthropic Family

In this call, Kristin Keffeler, Dean of Family Sustainability and Empowerment, interviews Sylvia Brown, a member of the Brown family of Rhode Island, a family who has been giving in the United States for over 300 years.  We explore the history of American philanthropy from charity in the colonial era to impact investing today, and how best to train the philanthropists of tomorrow.  In particular, we discuss the pros and cons of ‘mission’ or ‘service learning’ travel and discuss a new model of ‘immersive philanthropy’ — high-impact, high-engagement programs for multi-generational family philanthropic engagement.

By | September 19th, 2017|Best Practices in Philanthropy|

Breaking Money Silence®: How To Help Your Clients Shatter Money Taboos and Start Talking Openly about Finances

Audio File: Download/Play Recording Date: September 12, 2017 Guest Speaker: Kathleen Burns Kingsbury, Founder of KBK Wealth Connections, Wealth Psychology Consultant and Author of Breaking Money Silence®: How to Shatter Money Taboos, Talk More Openly about Finances, and Live a Richer Life (Praeger, Sept. 2017) Host:  John A. Warnick, Esq., Founder, Purposeful Planning Institute Materials/Resources: Click HERE to request a free copy of “A [...]

By | September 12th, 2017|Intersections, Purposeful Conversations|