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As an advisor responsible for providing holistic and integrated family wealth services, leadership is an integral part of your every day responsibility. Sarah Biggerstaff, noted coach and lecturer in the practice of leadership at Yale School of Management, will walk participants through a process to unlock their potential and explore their personal identity as a leader. Sarah believes there is no one-size fits all approach to leadership and will help advisors explore and develop their own authentic style.

Sustainability of the family and wealth for the long-term is critically dependent on current conditions and trends that impact families today and well into the future. Family Office Exchange is pleased to provide a panel of industry leaders whose experience, position and knowledge of the industry places them at the forefront understanding the work critical for success as the architect, engineer and constructor of full integrated, exemplary advisor service.

The Advisor as the Master Builder. Among the many benefits of deploying design-build project delivery methodology for complex construction projects is a single point of responsibility. As such, the master builder team is responsible for all aspects of the project—leaving an owner free to focus on the project’s scope and general decision making.

Through research by Family Office Exchange and others, industry leaders have been able to uniquely pinpoint what families say they want and need. Amy Hart Clyne will share the ‘voice of the wealth owner’ while identifying the impact of these findings on the advisor of the future.

Critical to the success of any design-build project is creating and managing a highly-functional, cooperative and collaborative team of internal and external resources to meet the needs of the family. Building such a work team necessitates thoughtful and preemptive conflict resolution processes as well as effective communication strategies. Ben Dattner, Ph.D., will guide participants on how to increase their individual effectiveness by developing a better understanding of the impact of individual psychology and group dynamics on their performance.

Dr. Crace will explore the promises and pitfalls of values-based living from both a personal and family perspective. While research links values to flourishing, there has been little discussion of how values can unintentionally get in the way of our productivity. This workshop will examine these issues and outline a process called “dynamic blueprinting” that can lead advisors on an individual exploration of how to transition from fear-based excellence into achieving authentic excellence.

As the desire to further refine the client experience moves to the forefront of today’s competitive marketplace, the search for qualified and proven talent escalates. While once considered practical to “buy” talent, firms today are re-energizing efforts in the realm of talent development.

As Benjamin Franklin once stated, “If passion drives you, let reason hold the reins.” High net worth individuals often accumulate substantial assets in the form of art, jewelry, wine and as an element of equestrian actives and equine ownership. While the pursuit of these passions can become sound financial investments…they can also add considerable risk if not adequately managed, properly secured and appropriately protected.