A curated 9-week leadership development experience for women in families with significant shared assets who want their children, grandchildren, and future generations to stay connected — and are willing to lead with greater courage to make that connection more likely.

In wealth management, financial problems are often relationship patterns with a financial expression. When clients ignore advice or stall on plans, they create risks that cannot be captured on a balance sheet or solved through conventional governance alone.This interactive session provides a framework to identify the four predictable patterns families default to when tensions rise. By shifting focus from personalities to relationship systems, you will learn to navigate complex situations skillfully without over-reaching your role—creating a differentiating advantage for you and the firm.

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.