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.
In discussion with PWN's Alan Duncan, Harry Wallace speaks about his values and how he passes them down to the next generations.
Our panel will share their perspectives on how they make financial decisions as a family that ensure a positive outcome for all involved.
Bernie Bolger explores the impact wealth has on relationships, and the possible solutions.
Jenny Brown explores how one family member can change themselves, and create relationship growth for the entire family as a result.
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.
Ian Marsh talks about the importance of trust and communication and other family dynamics.
David Smorgon talks about the art of communication within families.
Christopher Kennedy Lawford talks about the experience of growing up in the Kennedy family and dealing with power, influence and elevated circumstances.
Richard Milroy (Private Wealth Network) in discussion with our keynote speakers from our recent Family Office Congress V in Melbourne
Panel discussion on examining and challenging accepted investment wisdom.
In this panel session, we discussed the choices and challenges of wealth, and issues around balancing personal, professional and philanthropic goals.
Kirby Rosplock looked at the family wealth through a gender lens.
Jeremy Balkin puts forward a thought provoking and controversial presentation.
Laurent Roux explored how wealth affects relationships and what principles to abide by.
Panel discussion on exploring the complexity of family wealth.
Wealth: A Buoy or a Ball & Chain A Look at How Money Impacts Family Relationships
by James Grubman, Ph.D., and Dennis T. Jaffe, Ph.D.
Gary S. Shunk from Family Wealth Dynamics (US) talks about preventive diplomacy and how notion applies to families and advisors serving families.
Dennis Jaffe draws on his experience in advising hundreds of families to explore the psychology and challenges associated with wealth.
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.
Discussion of privacy and reputation in the context of the family office
Paul Lucas decribed family office governance in practice in which he included several case studies on managing family conflicts
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.
Drawing on her experience with wealthy parents and their children, Dr Lee Hausner will discuss the fundamental causes of problems, and the solutions.
In this session, the speaker covers an overview of general family law in relation to trust and trustees.
Christopher Kennedy Lawford shares his insights and experiences of a life lived in a powerful, famous and iconic family; the opportunities and the challenges.
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.