Webinar - Speaking about the 'Unspeakables': Family Dynamics and Increasing Potential
Overview
Family systems are inherently complex. The seen and unseen patterns of power, control, communication, love, risk-taking, money and trust are just a few of the dynamics that can become unconscious drivers through which families organize themselves and their actions across generations.
Join us to gain an understanding of how family dynamics impact family members and learn tools to use to address family systems issues. In this webinar, the speakers will discuss common dynamics that keep families from tapping into their full potential.
Through a case study approach, we will highlight a key process that will support family office staff, advisors, and family members to uncover these patterns and share other key tools that families can use to transform their negative family dynamics and ritualize their positive ones.
- Understand principles of family system theory
- Recognize positive and negative family patterns
- Articulate the power of a genogram and story telling
- Discover effective tools that can facilitate conversations with families
Speaker(s)
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Kristin Wehner Keffeler, MSM, is a consultant and coach who supports the next generation in affluent families to build high performance habits and develop the meaning behind their money by building the courage to think Big on their own terms and the capacity to take the focused action to bring their innovative ideas to life. Her background includes a Bachelor’s degree in Human Biology and Chemistry and a Master’s degree in Management with an emphasis in Public Health. She is a trained and certified professional coach specializing in peak performance and soup-to-nuts business and idea development and implementation. As the second generation in an affluent family, and the ‘next generation advisor’ on many collaborative multigenerational advisory teams, she brings a unique perspective on the path that inheritors can take to thriving in the presence of wealth.
Jamie Traeger-Muney,PhD, Wealth Legacy Group
Jamie Traeger-Muney, Ph.D., Founding Principal of Wealth Legacy Group, specializes in wealth psychology and family systems. Her area of expertise is the emotional impact of wealth on inheritors, women, and couples. Jamie earned her undergraduate degree from the University of Michigan and her doctorate in clinical psychology from the California School of Professional Psychology. For almost 20 years, Jamie has worked in depth with individuals, couples, and families. She supports her clients in concretizing their values, developing a vision for their future and then leveraging their wealth towards the fulfillment of their goals. Jamie has the distinction of being the first psychologist ever to be hired as an employee of a bank, to work with their clients. She worked as a Family Wealth Consultant for Wells Fargo’s Family Wealth Group, a multi-family office platform serving families with $50 million and above in investable assets. While at Wells Fargo, Jamie developed a program entitled “Wealth, Worth and Fulfillment” which provided the qualitative foundation needed to sustainably support quantitative planning.