Teleconference Details

Title: Why It is Important to Define the Purpose of the Family Wealth

Date: May 23, 2017

Time: Noon ET (60 Minutes)

Guest Speaker: Bhaj Townsend, President, Focus and Sustain

Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute

This teleseminar will address how we help clients identify their most deeply cherished values (and how to reconcile family member differences). Then we will talk about how to put impact into practice in taxable and tax-advantaged accounts. We will 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.

Introduction to our Guest Speaker…

Bhaj Townsend is a leading authority in legacy planning for families. She holds two certificates, a Fellow from the Heritage Institute and a Family Heirs Coaching Certificate from The Institute for Preparing Heirs. She is the author of two books, 3 coaching programs, numerous articles and intergenerational projects. She has spoken at Transitions West, SEI, NWFBA, and private events on the various topics pertinent to forming and sustaining legacy families. She also has been interviewed on many programs sharing her experience and expertise. She is current President of the Northwest Family Business Advisors in Seattle, Past President of the East King County Estate Planning Council in Seattle, and is a past member of her town’s Cultural Council.

Bhaj is a member of a family who experienced the effects of a third-generation breakdown to the family business. The family built the lifestyle but not the foundation to successful transfer of the family values and mission to future generations. Due to the tensions and consequences that resulted from the turmoil of the money grab, Bhaj dedicated her professional life to understanding and guiding families how to stay connected when money is involved.

Bhaj began her career as a financial planner and had the opportunity to understand that financial stewardship was rare. She witnessed the devastating consequence of taking money casually. In the early 1990s she developed her nationally acclaimed Money Focus program to coach people to financial stewardship.  Over the years, she realized that money needed to be addressed in the family culture as much as it needed to be addressed with individual people.  From study, research and observation she developed materials and systems that assist families in staying connected while growing and understanding their wealth.

Bhaj is Founder of Focus and Sustain, coaching families since 1997 to strengthen their connection to themselves and each other for generations. She speaks on the subject, she coaches and she offers workshops to families and advisors on building families of significance like others who are still together and growing after three, five generations or seventeen generations.

Bhaj was born in France and raised in NY. She was a champion tennis player as a teenager. Today she is still trying to find a way for Roger Federer to sign her RF cap.

Bhaj loves what she does because it embodies her life’s mission. Helping people deal with some of their toughest challenges, as families, is her life.

Participant Dashboard
This is an audio-only session, there is no online presentation that you’ll need to access. However, if you are at a computer during the call you may access the participant dashboard by clicking on this link: http://social.maestroconference.com/.  PPI members are not required to pre-register for weekly teleconferences.

Not a member? Contact us at info@purposefulplanninginstitute.com or 720-458-7777 to request guest access to this teleconference or join today! Requests for guest access must be received by 5:00 pm ET the day prior to the live session.

Teleconferences & Webinars

Tuesday, May 2nd
Noon ET (60 Minutes)
Impact Investing: Creating Investment Portfolios Aligned with Client Values
Debbie Huttner, Financial Advisor, Colorado Capital Management

Tuesday, May 9th
Noon ET (60 Minutes)
More than Money: A Guide to Sustaining Wealth & Preserving the Family
Michael A. Cole, President, Ascent Private Capital Management

Tuesday, May 16th
Noon ET (60 Minutes)
Wealth Planning for Cross-border Families
Andrew Fisher, CFA, CPA, President, Worldview Wealth Advisors

Tuesday, May 23rd
Noon ET (60 Minutes)
Why It is Important to Define the Purpose of the Family Wealth
Bhaj Townsend, President, Focus and Sustain

Tuesday, May 30th
— NO SESSION TODAY —

Not a member?  Contact us to request guest access or join today!

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