What to Do If You ‘Care’ More Than Your Client Does
May 12 @ 12:00 pm - 1:00 pm EDT
Guest Speakers: James “Jay” E. Hughes, Jr., Esq., Philosopher & Author and Courtney Pullen, MA, PLC, President, Pullen Consulting Group
Host: Timothy J. Belber, Founder & Principal of The Alchemia Group
Description: Many times as advisors we see where a family or an individual could go but no matter what we do it doesn’t happen. Maybe it is time to think differently about who really owns the outcome of a client engagement. Join Jay Hughes, Courtney Pullen, and Tim Belber for a conversation about the care we deliver to our clients and signals to be alert for in determining the appropriate type of work to offer and perform.
Introduction to Our Guest Speakers
Mr. Hughes, a resident of Aspen, Colorado, is the author of Family Wealth: Keeping It in the Family, and of Family – The Compact Among Generations; he is co-author with Susan Massenzio and Keith Whitaker of The Cycle of the Gift: Family Wealth and Wisdom, Voice of the Rising Generation: Family Wealth & Wisdom; and he is co-author with Hartley Goldstone and Keith Whitaker of Family Trusts: a Guide for Beneficiaries, Trustees, Trust Creators, and Trust Protectors. All of Jay’s books have been published by John Wiley & Sons, Inc. Jay is also the author of numerous articles on family governance and wealth preservation and a series of Reflections which can be found on his website jamesehughes.com.
Jay is a fellow with Wise Counsel Research, a think-tank and consultancy focused on wealth and philanthropy. He was the founder of a law partnership in New York City specializing in the representation of private clients throughout the world and is now retired from the active practice of law. He is a frequent lecturer for and member of the Purposeful Planning Institute. He is also an early member of the Family Firm Institute and has lectured for them at a number of their annual gatherings. He has spoken frequently at numerous international and domestic symposia on the avoidance of the shirtsleeves to shirtsleeves proverb and the growth of families’ human, intellectual, social, spiritual and financial capitals toward their families’ flourishing. He is an advisor to the Kai Feng Family Heritage Institute located at Tsinghua University in Beijing, China whose mission is to bring to Chinese families the Globe’s knowledge on how to nurture the growth of great families.
Jay is an emeritus member of the Board of Prescott College, a Counselor to the Family Office Exchange, an emeritus member of the Board of The Philanthropic Initiative; an emeritus faculty member of the Institute for Private Investors; a retired member of the Board of the Albert and Mary Lasker Foundation, and a retired member of the Board of the Rocky Mountain Institute. He is a member of boards of various private trust companies, an advisor to numerous investment institutions, a member of a number of private philanthropic boards, and a member of the editorial boards of various professional journals. Mr. Hughes was a partner of the law firms of Coudert Brothers and Jones, Day, Reavis and Pogue. He is a graduate of the Far Brook School, which teaches through the Arts, The Pingry School, Princeton University and The Columbia School of Law. He is one of the thirteen founders of the Collaboration for Family Flourishing; recipient of the Private Asset Management Lifetime Achievement Award, the Ackerman Institute Family Partner Award and the Family Office Exchange Founders Award.
While Jay no longer accepts speaking or consulting engagements, he encourages interested parties to contact his partner, Dr. Keith Whitaker, at (617) 272-6407 or firstname.lastname@example.org.
Courtney Pullen M.A. is the President of the Pullen Consulting Group. He has more than 20 years of experience as an innovative leader in family wealth consulting. Courtney specializes in working with affluent families by tackling the complexity of wealth. He helps the family and its individual members thrive through values retreats, family meetings, leadership and succession trainings as well as individual coaching.
He brings forth his training as a psychotherapist, business and organizational consultant and pioneer of wealth psychology and blends these modalities into a powerful model to support the family business or the family enterprise.
He recently published Intentional Wealth: How Families Build Legacies of Stewardship and Financial Health. He has also been interviewed and quoted by numerous publications including The Wall Street Journal, Barron’s, Atlantic Trust: The Advisor and Business Week. He is also on CPWA faculty at the University of Chicago Booth School of Business.
Courtney has lectured frequently, conducted numerous workshops and been published in the areas of individual and organizational change, behavioral finance, communication and family wealth dynamics. He is a former contributing editor to the Journal of Financial Planning and the Journal of Practical Estate Planning and is a faculty member of the Sudden Money Institute. He is also a graduate of the Newfield coaching program.
He has spoken at regional and national conferences of the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), Investment Management Consultants Association, (IMCA), and Young Presidents’ Organization (YPO), as well as estate planning symposiums and family foundation conferences.