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KNOWLEDGE / CATEGORY / Wealth and Relationships
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Keeping the Legacy Alive: What can families do to stay together?
Richard Milroy (PWN) and Rachel Craze (Mutual Trust) discuss what compels a family to stay together, touching on the collective strength of a family's resources and the high exits costs when considering to break away.
Addiction, Achievement and Growing Up in a Significant Family
Armchair Discussion: Transition & Legacy
In discussion with PWN's Alan Duncan, Harry Wallace speaks about his values and how he passes them down to the next generations.
How Can Intergenerational Families Approach Decision Making
Our panel will share their perspectives on how they make financial decisions as a family that ensure a positive outcome for all involved.
Sex, Money & Relationships
Bernie Bolger explores the impact wealth has on relationships, and the possible solutions.
The Power of One: The essence of family systems leadership
Jenny Brown explores how one family member can change themselves, and create relationship growth for the entire family as a result.
Herding Cats
Noel Duffy, Principal, Duffy Lawyers, discusses the goals of a family and what they are trying to achieve via family meetings, how to overcome family resistance, key elements and what not to have in family meetings.
Richard Milroy Interviews Ian Marsh on Family Practice
Ian Marsh talks about the importance of trust and communication and other family dynamics.
Richard Milroy Interviews David Smorgon on Family Commuinications
David Smorgon talks about the art of communication within families.
Richard Milroy Interviews Christopher Kennedy Lawford
Christopher Kennedy Lawford talks about the experience of growing up in the Kennedy family and dealing with power, influence and elevated circumstances.
Family Office Congress V: Podcasts
Richard Milroy (Private Wealth Network) in discussion with our keynote speakers from our recent Family Office Congress V in Melbourne
Understanding Relationship Triangles
Panel discussion on examining and challenging accepted investment wisdom.
Is Wealth a Blessing or a Curse?
In this panel session, we discussed the choices and challenges of wealth, and issues around balancing personal, professional and philanthropic goals.
Men, Women, Wealth and Family
Kirby Rosplock looked at the family wealth through a gender lens.
To be Rich is Still Glorious
Jeremy Balkin puts forward a thought provoking and controversial presentation.
In-laws, Outlaws and Inheritors: Exploring the complexity of family wealth
Laurent Roux explored how wealth affects relationships and what principles to abide by.
Panel Session: In-laws, outlaws and inheritors
Panel discussion on exploring the complexity of family wealth.
Wealth: A Buoy or a Ball & Chain
Wealth: A Buoy or a Ball & Chain A Look at How Money Impacts Family Relationships
Immigrants and Natives to Wealth
by James Grubman, Ph.D., and Dennis T. Jaffe, Ph.D.
Preventative Diplomacy
Gary S. Shunk from Family Wealth Dynamics (US) talks about preventive diplomacy and how notion applies to families and advisors serving families.
Wealth Psychology: Impact on family dynamics
Dennis Jaffe draws on his experience in advising hundreds of families to explore the psychology and challenges associated with wealth.
Communication and Crucial Conversations
Families' goals and objectives should be at the top but when actually serving them, money becomes most important. Families are thinking about how they can set up their kids for success.
Privacy and the Family Reputation
Discussion of privacy and reputation in the context of the family office
Governance and succession practices
Paul Lucas decribed family office governance in practice in which he included several case studies on managing family conflicts
Webinar on Running Family Meetings and Retreats
Recording of the webinar on running family meetings and retreats, by Claudia Sangster, Director, Philanthropy, Estate and Trust Services at Harris myCFO, Inc, Los Angeles.
Children of Paradise
Drawing on her experience with wealthy parents and their children, Dr Lee Hausner will discuss the fundamental causes of problems, and the solutions.
Trusts, asset protection & the family court
In this session, the speaker covers an overview of general family law in relation to trust and trustees.
Meeting the Challenges of a Life of Wealth, Power and Influence
Christopher Kennedy Lawford shares his insights and experiences of a life lived in a powerful, famous and iconic family; the opportunities and the challenges.
The Dance of Dynasties: Family Transition in the Dattner Family
Fabien Dattner shares her family story of over 300 years in business together, and some of the common mistakes families make as they transition across generations.