Past Events and Workshops
— Past Events and Workshops —
Family Governance: For Families and Family Businesses
Location: Denver, Colorado
Description: Who needs family governance and what is the difference between Family Governance and Corporate Governance?
Growing up in the Shadow of Greatness?
Location: Nationwide via Zoom
Description: What is it like to grow up with successful grandparents and even more successful parents? How do you find your place in this world? How do give our children the courage to make, and learn, from their own mistakes?
The Inheritance Conversation
Location: Washington, Colorado, Utah, Milwaukee
Description: When and how do we talk about the money? How much is enough? Why should we even begin this conversation?
Your Legacy Statement
Location: Nationwide via Zoom
Description: All of us have had our attorneys remind us to write down our wishes and intentions. How many of us actually do this? Together we focused on tackling the task of writing our Legacy Statements. Making the time to clarify, put down in words , and then share our hopes and dreams with our Rising Generation, other heirs, and Trustees can be a powerful and loving experience for all.
Is Your Philanthropy Having the Impact You Want?
Location: Colorado Mountain College Aspen Campus, Aspen, Colorado
Description: With an increased focus on philanthropic impact, more and more foundations are exploring innovative, new approaches for evaluation. Ginni Galicinao will lead a panel discussion on the various ways and mechanisms for evaluating impact, and ensuring donor’s happiness with their philanthropy. The panel will feature Susanne Morrison (Aspen Valley Community Foundation), Matt Hamilton (Aspen Ski Company’s Environment Foundation and Caring for the Community Foundation), and Debbie Wilde (Insight to Impact).
Family Communication Across Generations
Location: Melbourne, Brisbane, Perth (Australia)
Description: Raising Children in Wealth and Family Communication Across Generations are the topics for a series of Workshop/Seminars that have been planned for members of the Private Wealth Network (www.pwnetwork.com.au), an organization that serves High Net Worth individuals and their families based in Australia, New Zealand, and Singapore.
More Information on: Family Communication Across Generations
Raising Children in Wealth
Location: Melbourne, Brisbane, Perth (Australia)
Description: Raising Children in Wealth and Family Communication Across Generations are the topics for a series of Workshop/Seminars that have been planned for members of the Private Wealth Network (www.pwnetwork.com.au), an organization that serves High Net Worth individuals and their families based in Australia, New Zealand, and Singapore.
More Information on: Raising Children in Wealth
Trends in Philanthropy for High Net Worth Households and the Rising Generation
Location: Colorado Mountain College Aspen Campus, Aspen, Colorado
More Information on: Trends in Philanthropy
A Family Affair: Conversations with the Next Generation: Meaningful Discussions About Inheritance, for All Generations
Designed by members of the Next Generation
More information on: A Family Affair
Exploring the Impact of Your Investments: Do They Align with Your Values?
More information on: Exploring the Impact of Your Investments
The Next Generation: Engaged and Giving Back
In collaboration with the Aspen Young Professionals Association and DEVO group, we explored the many ways in which the Next Generation can have an impact through giving in its own community. With over 400 active nonprofits in the Roaring Fork Valley, how do people decide where and how to get involved?
More information on: The Next Generation: Engaged and Giving Back
The Ethical Will
The Ethical Will: The purpose of an Ethical Will is to pass on your values, wisdom, family stories (from a lessons-learned perspective), and other important information to your heirs and future generations whom you may not have even imagined. During this workshop, we explored the ancient traditions of Ethical Wills, and learned how to create and pass on your own message of beliefs, life lessons, wisdom and hopes for the future.
In Conversation with Jim Calaway
Living Modestly: The Key to a Happy, Successful Life for an Entrepreneur
A Matter of Trust(s): Empowering Our Next Generation to Thrive
- What are the deeper questions and conversations you want to have with your advisors and family?
- What role does your family story play in your estate planning and empowerment of your heirs?
- What type of relationship do you want between your heirs, their trustees and other advisors?
More information on: A Matter of Trust(s): Empowering Our Next Generation to Thrive
Women Wisdom Wealth…and a Little Wine
A series of fun, interactive, educational evenings designed for women who are ready to achieve financial freedom by raising their knowledge and abundance frequency around prosperity and wealth.
More information on: Women Wisdom Wealth…and a Little Wine
The Spirit of the Gift
How much is enough…for you, your heirs, your legacy? More importantly, how do you talk about it?
More information on: The Spirit of the Gift
The Cycle of the Gift: Family Wealth and Wisdom
How do I prepare my heirs to be recipients of large gifts?
More information on: The Cycle of the Gift
More Than Money : Conversations That Matter
- Transactions vs. Transformational Gifts
- Personal and Family Values
- What Does Your Wealth Mean to You and Your Family?
Women and Wealth: What’s The Money For?
Description: Whether you inherited it, earned it, or married into it, wealth brings with it many challenges and opportunities.
Engaging the Next Generation
Embracing the Challenges of Wealth, Responsibility and Legacy
Description: For those who are wondering how to talk about the money, thinking about creating a donor-advised fund or family foundation, wondering how to engage the next generation, or just beginning their journey.
National Philanthropy Day
A celebration of giving. Are you using all the tools at your disposal to accomplish your mission and the thrive in today’s
challenging environment?
More information on: National Philanthropy Day
What’s Your Legacy?
Few of us have taken the time to ponder the legacy we’d like to create. How do you want to be remembered? What does
wealth mean to you and your family? Do your values and goals match your philanthropy?
More information on: What’s Your Legacy?
After Three Cups of Tea, How do We Make Smart Choices?
Greg Mortenson’s book Three Cups of Tea motivated millions to contribute nearly 60 million to his charity. Unfortunately, complains arose regarding how the donations were spent, whether Mortenson was personally benefitting, and whether some of the most dramatic stories in his books were even true. How do we make smart choices with our global philanthropy in the face of these challenges?
More information on: After Three Cups of Tea