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.

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.

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.

An experiential briefing on one of 4 hidden relationship patterns — why they form, what the consequences are, and how to maintain clarity and composure when it matters most. This session will preview a core component of our 12-week transformational learning journey for women that starts March 9, 2026.

This experiential session is led by Jessica Ball of Creating Meaning and focuses on transforming your relationships through the power of listening. Jessica will introduce "Bohm Dialogue" and 3 modes of listening. We'll focus on the mode of listening to yourself to give you fresh insight and practical skills for deepening family connections this holiday season.

This session is about leveraging Family Systems Theory to make the invisible dynamics within families of wealth visible, sharing practical methods and actionable stories that equip advisors with the framework and tools needed to navigate challenging conversations and advise clients with greater clarity and impact.