CREATE A MEANINGFUL LIFE
Transformational Strategies for Mastering the Challenges and Opportunities of Wealth

Dynamics of Family Wealth
Dynamics of Family Wealth
How much is enough? Are you preparing your family to be good receivers of their inheritance?

Your Legacy
Your Legacy
Have you clearly defined your hopes and dreams? Have you intentionally created the legacy you want?

Strategic Planning
Strategic Planning
Are you strategically achieving the goals of your foundation, favorite nonprofit, or family business?

Mediation and Facilitation
Coaching, Mediation, and Facilitation
Do you have those crucial conversations, or do you ignore them and hope they’ll go away?

Thoughtful Giving
Thoughtful Giving
Is the impact of your philanthropy the change you hoped to see? Are you finding joy in your giving?

Create the Life You Want
Create the Life You Want
Are you on your path to happiness and a meaningful life? Step up! Become the Captain of your Ship!

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Seminars and Keynotes

Trends in Philanthropy for High Net Worth Households
WHEN: January 18, 2017
WHERE: Aspen, Colorado

Raising Children in Wealth
WHEN: March 6-16, 2017
WHERE: Melbourne • Noosa • Perth (Australia)

Family Communication Across Generations
WHEN: March 6-16, 2017
WHERE: Auckland (New Zealand) • Adelaide • Sydney (Australia)

Is Your Philanthropy Having the Impact You Want?
WHEN: April 19, 2017
WHERE: Aspen, Colorado

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