2022 Family Dynamics Series
As an exclusive benefit for FWA members, we will be hosting monthly facilitated conversations in 2022 to discuss family dynamics topics with industry experts. Each session will focus on a different topic including family governance, values alignment, effective communication and more.
January 19, 12 pm CT - Next-generation engagement
February 23, 12 pm CT - Leadership & Succession Planning
March 30, 12 pm CT - Aligning Values Within a Family
April 20, 12 pm CT - Engage & Support Women of Wealth
May 18, 12 pm CT - Running an Effective Family Meeting
June 15, 12 pm CT - Tips for navigating illness & mental health with your clients
July 20, 12 pm CT - Establishing Healthy Boundaries With Your Clients
August 17, 12 pm CT - How to use a genogram to understand family dynamics and best support your clients
September 7, 12 pm CT - Decision-making strategies to support your clients and keep things moving
October 5, 12 pm CT - Do it yourself or make a referral? Determine if you have a "green, yellow, or red" family.
November 9, 12 pm CT - Managing conflict: basic tips and strategies
PLEASE NOTE: These monthly sessions are facilitated conversations on topics relevant to your work; they are not webinars or presentations. We kindly request that participants come:
- Prepared to be on screen. Feel free to eat your lunch! If you want to go off screen for bites, please then hop back on.
- Ready to participate in conversation. The conversation is facilitated by experts who will share their advice, but the main point is to capture the wisdom within the group.
- With questions and examples pertaining to the topic of the month.
- Open to learn through collaboration.
- Expecting an informal and organically flowing conversation (not a presentation!).
Feel free to submit a couple of questions that are top of mind for our consideration in advance. We will begin the hour together with a few pre-selected questions, and then transition into a dialogue.
Session Resources
Following each Family Dynamics sessions, resources or materials that come up during discussion will be posted here.
Next-generation engagement
Books:
- Turning to One Another: Simple Conversations to Restore Hope to the Future by Margaret Wheatley
- These Precious Days: Essays by Ann Patchett
- The Anatomy of Peace: Resolving the Heart of Conflict by The Arbinger Institute
Assessments:
- Temperament assessment (wheel)
- Conflict & communication skill building/training (Northbound)
- Clifton strength finders (strengths vs gifts)
Leadership & Succession Planning - "Affluence and Mental Illness" - Dr. Madeline Levine
- "The Mental Price of Affluence" - Dr. Suniya Luther
- Best Practices for Leadership & Succession Planning
Aligning Values