Broker Check

Events

Whether it’s keeping up with family business trends, or discussing difficult family conversations, we're dedicated to furthering educating our clients to inspire necessary change in their family business.

Upcoming Events

February 2, 2021

10:00a - 11:30a

Zoom

Register

Family Business Book Club

Join our interactive group of family business owners just like you! The author, James (Jay) Hughes will be joining us for the discussion. This month we're talking about "Complete Family Wealth", and how to keep that wealth in the family for generations to come.

Past Events

December 8, 2020

12:00p - 1:00p

Zoom Meetings

Family Biz Show: “Danger Will Robinson”: Ignoring non-managing family shareholders can undermine your business

Why is it important to involve the non-managing family shareholder? How do you give them a voice and what are some of the best practices when dealing with managing and non-managing shareholders? That's what we'll be discussing during this episode.

November 19, 2020

12:00p - 1:00p

Zoom Meetings

Family Biz Show: Boundaries Within the Family Business

What are healthy boundaries, and why are they important to families in business? Today we talk about common myths about "boundaries", and 10 principles for creating and maintaining healthy boundaries when there aren't any currently in place in the professional setting.

November 10, 2020

8:00a - 9:30a

Zoom Meeting

October 27, 2020

12:00p - 1:00p

Zoom Meetings

Family Biz Show: Family is the Heart of Family Business

Families are complex emotional systems. When families own businesses or work together, the complexities are magnified. Join this engaging episode as we host family business powerhouses Thomasina Williams and Kathy Wiseman.

October 20, 2020

12:00p - 1:00p

Zoom Meetings

Family Biz Show: The Game of Family Business. Who's on Your Team?

Sometimes the team that help you get where you are, can't help you get to where you want to be. Join us as we talk about how to identify the key attributes of a family advisor, the long-term impact of partnering with the right advisory team, and the balancing act of mentoring the next generation while doing that.

October 12, 2020

4:00p - 5:00p

Zoom Meetings

FWL Fireside Chat

Join us this week as we talk about the upcoming election, new market indicators, and some strategies that you and your family can utilize to "weather the storm" this fall as we face another controversial presidential election.

Event Registration