Research shows that effective self-care practices can lead to success at work and at home. Join us to discuss the four pillars of well-being and how they inform the way we care for ourselves, our families, and our organizations. Develop a practical self-care tool kit, including mindfulness, nutrition, and movement to increase your productivity in the office, impact your effectiveness as a family member, and engender greater fulfillment and longevity.
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Knowing more about future opportunities and unexpected risks can have a dramatic and positive impact on the health of the enterprise. Families will use a creative process to analyze alternatives and uncertainties that may challenge the family in their strategic planning. This workshop explains key concepts related to identifying driving forces and uncertainties, and introduces a systematic way to prioritize future opportunities and risks.
This interactive session will simulate real-world situations where investors of all ages navigate investing a new pool of capital. The speakers will help attendees define an investment philosophy by exploring: Return vs. Risk, Concentration vs. Diversification, Strategic vs. Tactical Allocation, and Passive vs. Active Management. Working in small groups, each team will define their investment philosophy around the above topics, state their general investment outlook, and report their portfolio allocation to the larger group.
Engaging a coach can be an effective way to develop your leadership, engage your teams, and accelerate your career development. In this interactive session we will explore your understanding of coaching as a mindset, a skill set, and a resource for Rising Generation family members. Coaching can help you unlock your leadership potential, whether it is through peer coaching or working with a professional coach.Austin McDonald, President and COO, McDonald Development CompanyGreg McCann, Founder and Principal, McCann & Associates
During our time together, we will discover how to bring meaning to our work, identify our own purpose priorities, and understand how to use our voice for change. This session provides an opportunity to bring together these essential building blocks to tell a powerful story about the impact we want to have on our families and the world. Being able to clearly articulate what you care about will set you apart as a creative and authentic leader who can leverage stories that engage and persuade.Talli Sperry, Head of Family Office Segment, The Vanguard Group
“Culture eats strategy for lunch” is a well-known adage that describes how vital an effective culture is to any organization’s success. A family’s culture, not unlike an organization’s, is fluid and everchanging, shaped by shared values, beliefs, assumptions, and behaviors. This interactive learning experience will help family leaders and change agents understand the complexities of culture, and the connection to performance improvement in a rapidly changing environment.
Whether planning for the original family business or new businesses, the family foundation, family investing, or family real estate, being entrepreneurial and confident in your family enterprise approach is a key to success. This session is for families with passionate self-starters who have the desire to be fearless and resilient in their family enterprise work.Ann Dugan, Senior Managing Director, Advisory & Education Services, Family Office ExchangeBrock Elmore, CEO and Co-Founder, Consilient
Purpose-driven leaders tap into what really motivates both themselves and others, and as a result they inspire their teams to achieve extraordinary results. Leading with purpose is particularly important to millennials and rising generation leaders. We’ll talk about the purpose economy, and participants will have an opportunity to discover their own Purpose ProfileTM using an online assessment.
The Rising Generation has been called “The Generation of Impact,” as we operate not only with a value-centric mindset but are insistent upon contributing to and seeing change. But how do we influence family leadership to think differently, and give us a seat at the table? In this interactive discussion, we will hear stories from peers who have been successful and explore how we can influence to make an impact.
Over the past several years, the world has experienced an increase in the number of devastating natural disasters, yet according to FEMA more than 60% of Americans lack a household emergency plan. In this webinar, Marsh Private Client Services and Guy Carpenter examined natural disasters, including earthquake, flood, storm surge, wildfire, and windstorm, and their potential risks. They shared information to help individuals, families, family offices, and their advisors understand their exposures and the resources available to help mitigate and manage these risks.