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Guest Speaker: Matthew Wesley, Managing Director and Wealth Strategist in the Center for Family Wealth for Merrill Private Wealth Management

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

Description: One topic that we shy away from in our work with families is the use of power. Speaking frankly about this makes us uncomfortable.  Yet every family has both explicit and implicit power dynamics.  We have all seen abusive power at work in client families and we have also seen situations where power vacuums create long term problems.  In this session, we will explore how power actually operates in families, understand what allows families to cohere over generations through the effective use of good power, explore the various family types we encounter in our practices and uncover how iconic leadership in families can prepare the family for long term success.  Participants in the call will gain four key frameworks to help their clients work through specific issues associated with power and leadership as well as two coaching/consulting tools to help clients work through specific issues in their families.

Introduction to Our Guest Speaker

Matthew Wesley, JD, MDiv

Matthew Wesley is a Managing Director and Wealth Strategist in the Center for Family WealthTM for Merrill Private
Wealth Management. He works closely with families to help them flourish for generations. Matt is a practitioner and thought leader addressing the issues facing financially successful families. With a career that spans thirty-one years as an estate planning attorney, family advisor, facilitator, and consultant, he helps families with the complex issues of generational transition, family culture and ongoing governance.1 These issues most often arise in the context of wealth transfer, family enterprise succession, and philanthropy.

Matthew’s work is founded on applied theory and innovative approaches all designed to help family leaders affect cultural change. He focuses on breaking through the assumptions that bind individual and group effectiveness. His work with clients seeks to uncover the key inflection points likely to help families evaluate, make decisions and collaborate in productive ways. From there, he works with clients to design approaches that help to generate shifts in family dynamics, decision making and learning. His goal is to leave families with the capacities they need to help address not only the problems of today but the challenges of tomorrow.

For wealthy families with younger children, he helps parents apply effective approaches to help their children develop strong character and the basic competencies that will allow them to use wealth wisely as adults. Matt is a sought-after keynote speaker at major conferences and facilitates workshops with groups of families, family leaders and their advisors. Matt holds a JD from Stanford University and M.Div. from Fuller Theological Seminary. Matt lives near Seattle with his wife, Marcia. They have two grown children and two grandchildren. Matt is an avid reader and hiker. Other interests include film, cooking, and art.

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