Can Your Family Live in the Plan You Create? Building Culturally & Structurally Balanced Estate Plans

June 11, 2024

at 12:00 pm EST

Guest Speaker(s):
James (Jay) Hughes, Mary Duke and Stacy Allred
Host:
Matthew (Matt) Wesley

Around the globe, as estate plans spring into action, all too often, they fall short of the grantor’s intent of harnessing the potential of financial capital to enhance growth and development for individuals, families, and communities. 

This session invites our PPI community and the grantors they serve to pause and deeply consider: 

  • Can your family live in the estate plan you create? 
  • What are the signs when a plan is or is not working?
  • Are the quantitative aspects balanced with the qualitative implications?
  • Are drafting attorneys providing a service or designing an experience?
  • What actions can you take now in service to a positive outcome?

Practitioners will leave the webinar armed with an elevated awareness of the potential long-term human implications of estate plans and practical ideas for positive impact.

Introduction to our Guest Speaker(s)

Mary Duke is an internationally recognized advisor to families navigating the complexities of substantial wealth.  She is known for her deep understanding of the impact of trusts and generational dynamics on families. She has an outstanding track record helping families around the world leverage learning and governance to improve patterns of interaction, restore relationships and accelerate results across their family system. 

Mary’s work is anchored in the facilitation of family meetings, coaching & mediation for family members, and strategic planning for their owned enterprises.  Mary also serves a few families as trustee, private trust company director and on family office boards.  Previously, Mary served tours of duty in private client law and business consulting, headed two private family offices and a leading bank’s global family wealth program. 

James “Jay” Hughes is a pioneer in the field of advising business-owning families and families of wealth.  During a successful career as an attorney advising private client families around the world, he developed a practice focused on helping them avoid the “shirtsleeves to shirtsleeves” proverb known by most cultures. Jay is an internationally sought after speaker helping advisors and families understand and manage the dynamic growth of families’ human, intellectual, social, spiritual and financial capitals toward their families’ flourishing. Jay is a published author with many forwards in industry-related books and has been quoted in the New York Times and the Wall Street Journal. He is a member of many boards of private trust companies and philanthropic organizations, an advisor to many investment institutions and a member and Fellow of the leading Trust and Estate and Family Dynamics professional organizations.

Stacy Allred leads First Republic’s Family Engagement & Governance.  She has dedicated her career to walking alongside families to effectively navigate the complexity and promise of wealth.  Grounded in the facilitation of family meetings, her practice spans practical application of family governance and decision making to creating a learning family. 

 

Webinar Host

Matthew “Matt” Wesley is a principal in the Lovins Group.  He works closely with families to help them flourish for generations.  Matt believes that growth occurs as people shape their attention in ways that foster better outcomes.  This new awareness opens new possibilities.  As new possibilities of an emerging future arise, individuals and families are empowered to shift their culture to support the intentional development of human capacities and potentials.  Skilled facilitation coupled with wisdom born from having worked with many families over many years helps support and accelerate this process. 

Matt’s work is founded on applied theory and innovative approaches all designed to help family leaders affect cultural change.  He focuses on artfully breaking through the assumptions that bind individual and group effectiveness.  His work with clients seek to uncover the key inflection points likely to help families evaluate, make decisions, and collaborate in productive ways.  From there, he collaborates with clients to design approaches that generate shifts in family dynamics, decision-making, and learning.  His goal is to leave families with the capacities needed to address not only the problems of today but the challenges of tomorrow.  With a career starting in ministry, then law, and finally family consulting, Matt helps families with the complex issues of generational transition, family culture, and ongoing governance.  

Matt has an international reputation as a consultant and thought leader 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.  He lives near Seattle with his wife, Marcia.  They have two grown children and three grandchildren. Matt is an avid reader and hiker.  His other interests include poetry, film, cooking, and art.

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