13 May

Family Wealth Alliance | Self-Leadership in Complex Systems

As an emerging leader in the family wealth industry, you operate at the intersection of your firm, your clients, and the wider advisory community. When your team faces interpersonal issues or client expectations don’t align with outcomes, a grounded response to emotional turbulence will set you apart and define your professional presence. This interactive 90-minute closed session presents a structured framework to support composure under pressure, enabling clear thinking, intentional action, and sustained connection with integral relationships.

Starting Time:

May 13, 2026

Ending Time

May 13, 2026

As an emerging leader in the family wealth industry, you operate at the intersection of your firm, your clients, and the wider advisory community. When your team faces interpersonal issues or client expectations don’t align with outcomes, a grounded response to emotional turbulence will set you apart and define your professional presence. This interactive 90-minute closed session presents a structured framework to support composure under pressure, enabling clear thinking, intentional action, and sustained connection with integral relationships.

More events for you

Below are our upcoming events. We hope to see you at one of them.

Sep 16
ELITE Private Wealth Summit, Dallas | "From Wealth Creator to Capital Steward: Claiming Agency in the Next Chapter"

This panel discussion explores women's ownership, agency, and stewardship -- how women are creating and leveraging their wealth, asserting their agency, and preparing the next generation.

We help families develop leaders to sustain both their financial wealth and their individual and collective well-being across generations.

INVEST IN YOUR FAMILY LIKE YOU INVEST IN YOUR BUSINESS®
Contact Us
501 N. Orlando Ave.
#313-303
Winter Park, FL 32789-7313 USA
Call us at 888.807.2656
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