Virtual Roundtable Replay – Leading with Legacy: Discovering the Voice & Shared Purpose of the Multigenerational Family

While wealth management advisors may support the client’s journey from mission to vision and values, investment and financial needs and philanthropic giving aspirations, few concentrate on ways to capture the family’s long-term legacy goals and voice. In the spirit of the season, The UHNW Institute recently explored ways families are connecting their shared stories to purpose during our December roundtable, Leading with Legacy: Discovering the Voice & Shared Purpose of the Multigenerational Family.

Some of the specific topics discussed during this webinar included:

• The true meaning of the word ‘legacy’ and ways that families and firms are extending beyond the wealth creator to capture the voices of future generations
• How legacy can act as a burden for families and ways advisors can help clients circumvent challenges to build a meaningful legacy
• Examples of families on a mission to find a shared purpose, including research on meaning, values and purpose, while also improving family dynamics
• Technologies and services that go beyond family storytelling and ‘legacy films’ toward a fuller understanding of each member

Even if you could not attend this live discussion, you can still learn how to support multigenerational families as they discover their collective voice by watching the webinar replay. The full video replay of this live webinar is available for UHNW Institute members in the Resource Library here. 

 

Meet the Speakers:

Amy Hart Clyne, Chief Knowledge and Learning Officer at Pitcairn

Stephen D. Smith, Co-Founder of StoryFile

Dr. Rick Stevenson, Founder and Storyteller, Filmmaker, Speaker at StoryQ

Stan Treger, Behavioral Insights Advisor at Northern Trust Corporation

Dune Thorne, Chief Strategy Officer of U.S. Private Client, Endowment & Foundation Business at Brown Advisory