Today, I have the pleasure of speaking with Stephen Goldbart and Joan DiFuria, co-founders of Money, Meaning, & Choices Institute (MMCI), a group of professional facilitators and advisors who work with wealth holders and their professional advisors to address the psychological issues and challenges of wealth. Joan is a globally recognized speaker and consultant for families of wealth, family businesses, family offices, and enterprises, and a licensed psychotherapist who has been in private practice for over 30 years. Stephen is a licensed clinical psychologist, professor, author, public speaker, and organizational consultant who has consulted with individuals, families, family offices, and organizations to help them develop the fulfilling and sustainable balance of personal, professional, and philanthropic goals.

Both Joan and Stephen have dedicated their lives’ work to helping families be successful by removing the obstacles that often stand in their way to long-term success. They uncover some of the key success factors – the “magic ingredients” – they discovered through their work that position families, and their advisors, to achieve their long-term strategic goals and to flourish across generations.

Joan and Stephen uncovered and formulated a specific set of competencies that family members need to develop throughout their life journey – what they call the “10x10 Learning Roadmap” in their recently published book. They elaborate on the design, structure, and applications of this innovative framework and explain how it can help families and their individual members.

Joan and Stephen then offer some practical tips for how families can apply the 10x10 Learning Roadmap, and how both family leaders and individual family members can make use of it in real life. Finally, they share how the 10x10 framework can also be successfully utilized by the trusted advisors who support multigenerational families and how they can lean on this comprehensive and practical tool to best serve their family clients.

You would not want to miss this highly insightful conversation with two of the most respected practitioners in the family wealth and well-being field.