Family Wealth Dynamics

When conflict occurs in client relationships, everything is at risk. When conflict occurs within a firm, the same is true. Family Wealth Dynamics provides internal conflict resolution and management for advisory firms. FWD also trains, coaches and consults with advisors in identifying, managing and resolving conflicts in client and collegial relationships.

Advising is broader than finance and balance sheets. Building trust requires advisors to regularly manage their own biases toward wealth and wealth holders. Family Wealth Dynamics trains advisors to radically improve their listening and interpretation skills. We teach advisors how to negotiate clear communication structures that fulfills the needs of both advisor and client. The tangible result is client retention. The tangible benefit is the culture of trust that builds within the firm and radiates to the families served.

Family Wealth Dynamics will custom design training and in-house workshops, including:

• Exploring the Emotional Dynamics within Money Conversations
• The Enlightened Advisor
• Understanding the Psychology of Acquired, Inherited and Sudden Wealth
• The Intensity of Wealth

In addition, Family Wealth Dynamics coaches advisors individually or in groups around leadership, enlightened listening, emotional intelligence, and trust building. We also facilitate confidential in-house case consultations on individual and family client challenges.

Family Wealth Dynamics works with families as they transition to new owners within or outside the family. Other services include conflict resolution and management, next generation leadership development, facilitation of shareholder, board and family council meetings.